+43.1%
HOG price history and return analytics
+357.6%
-314.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.3% |
| 7D | +3.4% | +0.4% | +3.0% | +3.1% |
| 30D | +27.1% | -2.6% | +29.7% | +31.5% |
| 3M | +32.4% | -3.2% | +35.6% | +38.1% |
| 6M | +36.5% | +0.9% | +35.6% | +34.2% |
| YTD | +71.1% | +11.3% | +59.8% | +46.7% |
| 1Y | +38.1% | +14.0% | +24.1% | +14.8% |
| 3Y | +38.0% | +75.8% | -37.8% | -34.7% |
| 5Y | +1.5% | +57.8% | -56.4% | -43.5% |
| 10Y | -25.4% | +219.8% | -245.2% | -82.4% |
| All | +43.1% | +357.6% | -314.5% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling