+5,241.0%
HEI vs VT
+357.6%
+4,883.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.6% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | +14.9% | -2.6% | +17.5% | +17.7% |
| 3M | -6.8% | -3.2% | -3.5% | -3.9% |
| 6M | +17.2% | +0.9% | +16.3% | +15.9% |
| YTD | +6.0% | +11.3% | -5.3% | -4.2% |
| 1Y | +6.2% | +14.0% | -7.8% | -6.1% |
| 3Y | +111.4% | +75.8% | +35.6% | +23.0% |
| 5Y | +130.0% | +57.8% | +72.1% | +47.7% |
| 10Y | +842.1% | +219.8% | +622.3% | +222.0% |
| All | +5,241.0% | +357.6% | +4,883.4% | +1,303.9% |
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