+28.5%
HYBL price history and return analytics
+71.0%
-42.5%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | +0.1% | -1.0% | +1.1% | +0.3% |
| 3M | +1.3% | +3.2% | -1.9% | +0.6% |
| 6M | +3.9% | +12.5% | -8.6% | +1.2% |
| YTD | +2.5% | +14.1% | -11.5% | -0.5% |
| 1Y | +4.5% | +18.9% | -14.4% | +0.4% |
| 3Y | +26.3% | +74.1% | -47.8% | +10.7% |
| All | +28.5% | +71.0% | -42.5% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling