-20.8%
HE price history and return analytics
+74.2%
-95.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.9% |
| 7D | -5.7% | -0.1% | -5.5% | -5.6% |
| 30D | -11.6% | -0.7% | -10.9% | -11.2% |
| 3M | -23.2% | +4.0% | -27.2% | -24.7% |
| 6M | -31.8% | +12.3% | -44.1% | -36.0% |
| YTD | -16.0% | +14.0% | -30.0% | -21.7% |
| 1Y | -12.8% | +20.3% | -33.1% | -21.0% |
| All | -20.8% | +74.2% | -95.0% | -39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling