-63.8%
HIHO vs VT
+222.7%
-286.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.4% |
| 7D | +3.3% | -0.1% | +3.5% | +3.4% |
| 30D | -14.7% | -0.7% | -14.0% | -14.5% |
| 3M | +17.4% | +4.0% | +13.4% | +15.9% |
| 6M | +13.3% | +12.3% | +1.0% | +9.0% |
| YTD | -38.7% | +14.0% | -52.7% | -41.4% |
| 1Y | -44.3% | +20.3% | -64.6% | -47.7% |
| 3Y | -49.0% | +75.4% | -124.5% | -57.8% |
| 5Y | -69.0% | +66.0% | -134.9% | -73.8% |
| 10Y | -63.8% | +228.2% | -292.0% | -80.5% |
| All | -63.8% | +222.7% | -286.4% | -80.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling