+45.2%
FHB price history and return analytics
+222.7%
-177.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.1% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | -5.2% | -0.7% | -4.5% | -4.6% |
| 3M | -7.2% | +4.0% | -11.2% | -11.1% |
| 6M | +7.0% | +12.3% | -5.3% | -5.5% |
| YTD | +4.2% | +14.0% | -9.8% | -9.3% |
| 1Y | +3.7% | +20.3% | -16.6% | -14.6% |
| 3Y | +59.3% | +75.4% | -16.2% | -10.4% |
| 5Y | +19.2% | +66.0% | -46.8% | -29.0% |
| 10Y | +45.2% | +228.2% | -183.0% | -53.3% |
| All | +45.2% | +222.7% | -177.5% | -53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling