+9.8%
FHB price history and return analytics
+57.4%
-47.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.5% |
| 7D | -1.9% | +0.4% | -2.3% | -2.4% |
| 30D | +2.1% | -2.6% | +4.7% | +4.5% |
| 3M | -7.4% | -3.2% | -4.2% | -4.7% |
| 6M | -6.0% | +0.9% | -6.9% | -7.5% |
| YTD | +2.6% | +11.3% | -8.7% | -8.6% |
| 1Y | +5.9% | +14.0% | -8.1% | -8.0% |
| 3Y | +58.4% | +75.8% | -17.4% | -10.6% |
| 5Y | +9.8% | +57.8% | -48.1% | -32.0% |
| All | +9.8% | +57.4% | -47.6% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling