-6.5%
HQI price history and return analytics
+65.7%
-72.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.6% |
| 7D | -0.6% | -1.1% | +0.5% | +0.4% |
| 30D | -3.2% | -1.0% | -2.2% | -2.4% |
| 3M | +13.6% | +3.2% | +10.5% | +9.8% |
| 6M | +55.0% | +12.5% | +42.5% | +37.9% |
| YTD | +54.8% | +14.1% | +40.7% | +35.9% |
| 1Y | +59.0% | +18.9% | +40.1% | +34.3% |
| 3Y | -0.3% | +74.1% | -74.4% | -39.9% |
| All | -6.5% | +65.7% | -72.2% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling