-93.0%
HIMZ vs VT
+34.1%
-127.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.1% | -4.1% | -16.0% | -1.5% |
| 7D | -36.8% | -4.2% | -32.6% | -20.8% |
| 30D | -38.9% | -5.8% | -33.1% | -15.9% |
| 3M | -53.8% | -5.2% | -48.6% | -37.0% |
| 6M | -51.1% | +0.1% | -51.2% | -43.8% |
| YTD | -79.8% | +8.2% | -88.1% | -82.8% |
| 1Y | -89.9% | +10.1% | -100.1% | -91.9% |
| All | -93.0% | +34.1% | -127.1% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling