+121.1%
HXL price history and return analytics
+229.8%
-108.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.1% |
| 7D | +0.8% | -1.1% | +1.9% | +2.3% |
| 30D | -9.4% | -1.0% | -8.4% | -8.2% |
| 3M | -4.6% | +3.2% | -7.7% | -8.5% |
| 6M | +10.0% | +12.5% | -2.5% | -5.6% |
| YTD | +26.2% | +14.1% | +12.2% | +6.3% |
| 1Y | +49.4% | +18.9% | +30.5% | +19.2% |
| 3Y | +35.8% | +74.1% | -38.3% | -33.7% |
| 5Y | +73.7% | +66.9% | +6.8% | -9.4% |
| All | +121.1% | +229.8% | -108.6% | -45.4% |
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