+5,084.2%
HEI vs VT
+346.0%
+4,738.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +3.5% | -2.3% | +5.8% | +5.8% |
| 30D | +12.5% | -5.0% | +17.4% | +17.9% |
| 3M | -8.4% | -4.9% | -3.6% | -4.1% |
| 6M | +12.3% | -1.5% | +13.8% | +13.7% |
| YTD | +2.9% | +8.5% | -5.6% | -4.7% |
| 1Y | +4.8% | +11.4% | -6.5% | -5.2% |
| 3Y | +105.0% | +70.1% | +34.9% | +23.0% |
| 5Y | +129.9% | +53.7% | +76.2% | +51.4% |
| 10Y | +881.8% | +220.0% | +661.9% | +235.9% |
| All | +5,084.2% | +346.0% | +4,738.2% | +1,296.2% |
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