+277.2%
H price history and return analytics
+217.6%
+59.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.6% | +3.7% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +18.3% | -3.1% | +21.3% | +22.6% |
| 3M | +12.7% | -3.5% | +16.2% | +17.4% |
| 6M | +14.5% | +0.5% | +14.0% | +12.9% |
| YTD | +19.8% | +10.8% | +9.0% | +5.1% |
| 1Y | +22.7% | +11.9% | +10.8% | +6.5% |
| 3Y | +79.5% | +73.0% | +6.6% | -6.7% |
| 5Y | +120.7% | +58.6% | +62.1% | +28.9% |
| 10Y | +277.2% | +219.2% | +58.0% | +17.3% |
| All | +277.2% | +217.6% | +59.5% | +17.3% |
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