+159.5%
HQL price history and return analytics
+221.8%
-62.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.1% | +2.4% | -1.3% | -1.0% |
| 30D | +6.7% | -1.5% | +8.2% | +8.2% |
| 3M | -11.1% | -4.1% | -7.0% | -7.7% |
| 6M | +6.7% | +0.6% | +6.2% | +6.1% |
| YTD | +19.6% | +11.0% | +8.5% | +8.7% |
| 1Y | +23.3% | +13.3% | +9.9% | +10.0% |
| 3Y | +124.3% | +73.4% | +50.9% | +36.1% |
| 5Y | +54.9% | +57.4% | -2.5% | +2.2% |
| All | +159.5% | +221.8% | -62.2% | -9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling