+111.7%
HQL price history and return analytics
+69.7%
+41.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.0% |
| 7D | -1.9% | -2.3% | +0.4% | +0.1% |
| 30D | +3.0% | -5.0% | +8.0% | +7.4% |
| 3M | -7.9% | -4.9% | -3.1% | -4.1% |
| 6M | +5.5% | -1.5% | +7.0% | +6.7% |
| YTD | +18.3% | +8.5% | +9.8% | +10.5% |
| 1Y | +27.4% | +11.4% | +16.0% | +16.4% |
| 3Y | +111.7% | +70.1% | +41.6% | +32.7% |
| All | +111.7% | +69.7% | +41.9% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling