+162.5%
HQL price history and return analytics
+217.6%
-55.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.5% |
| 7D | +3.0% | -0.1% | +3.2% | +3.2% |
| 30D | +2.9% | -3.1% | +5.9% | +5.8% |
| 3M | -7.8% | -3.5% | -4.3% | -4.8% |
| 6M | +9.0% | +0.5% | +8.6% | +8.5% |
| YTD | +22.1% | +10.8% | +11.3% | +11.2% |
| 1Y | +31.3% | +11.9% | +19.4% | +18.5% |
| 3Y | +129.3% | +73.0% | +56.3% | +39.4% |
| 5Y | +57.2% | +58.6% | -1.4% | +3.0% |
| 10Y | +162.5% | +219.2% | -56.7% | -7.8% |
| All | +162.5% | +217.6% | -55.1% | -7.8% |
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 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