-91.2%
HIMZ vs VT
+39.8%
-131.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | -0.4% |
| 7D | -18.9% | -0.3% | -18.6% | -16.9% |
| 30D | -25.2% | -1.4% | -23.8% | -17.8% |
| 3M | -44.1% | -1.4% | -42.7% | -37.7% |
| 6M | -43.3% | +5.5% | -48.8% | -49.7% |
| YTD | -74.8% | +12.8% | -87.6% | -82.5% |
| 1Y | -86.9% | +15.4% | -102.3% | -91.6% |
| All | -91.2% | +39.8% | -131.0% | -97.2% |
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