+55.4%
HQL price history and return analytics
+57.0%
-1.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.1% | +2.4% | -1.3% | -0.8% |
| 30D | +6.7% | -1.5% | +8.2% | +8.1% |
| 3M | -11.1% | -4.1% | -7.0% | -7.9% |
| 6M | +6.7% | +0.6% | +6.2% | +6.2% |
| YTD | +19.6% | +11.0% | +8.5% | +9.4% |
| 1Y | +23.3% | +13.3% | +9.9% | +10.9% |
| 3Y | +124.3% | +73.4% | +50.9% | +41.3% |
| All | +55.4% | +57.0% | -1.6% | +3.6% |
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