+216.5%
H price history and return analytics
+221.4%
-4.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.3% |
| 7D | -0.9% | +1.0% | -1.9% | -2.1% |
| 30D | -9.3% | -0.2% | -9.0% | -9.0% |
| 3M | -16.8% | +4.5% | -21.3% | -21.4% |
| 6M | +7.9% | +14.1% | -6.2% | -8.3% |
| YTD | +0.8% | +14.8% | -14.0% | -15.0% |
| 1Y | +11.2% | +21.2% | -10.0% | -12.3% |
| 3Y | +45.8% | +76.6% | -30.8% | -25.9% |
| 5Y | +130.7% | +66.6% | +64.1% | +27.3% |
| 10Y | +216.5% | +222.3% | -5.8% | -8.9% |
| All | +216.5% | +221.4% | -4.9% | -8.9% |
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