+65.5%
HYXF price history and return analytics
+241.1%
-175.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | -0.3% | -1.4% | +1.1% | +0.1% |
| 3M | +0.8% | +4.7% | -3.9% | -0.8% |
| 6M | +1.5% | +11.4% | -9.8% | -2.2% |
| YTD | +1.3% | +13.1% | -11.7% | -2.9% |
| 1Y | +3.4% | +19.0% | -15.7% | -2.7% |
| 3Y | +27.0% | +73.9% | -46.9% | +4.6% |
| 5Y | +17.9% | +65.4% | -47.5% | -2.3% |
| 10Y | +57.7% | +225.4% | -167.7% | +9.4% |
| All | +65.5% | +241.1% | -175.6% | +14.5% |
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