-72.6%
HE price history and return analytics
+63.7%
-136.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +1.8% |
| 7D | -5.6% | -2.0% | -3.6% | -4.5% |
| 30D | -11.6% | -1.4% | -10.2% | -10.9% |
| 3M | -19.9% | +4.7% | -24.6% | -22.1% |
| 6M | -29.1% | +11.4% | -40.5% | -33.7% |
| YTD | -14.9% | +13.1% | -27.9% | -21.0% |
| 1Y | -13.0% | +19.0% | -32.0% | -21.8% |
| 3Y | -16.6% | +73.9% | -90.6% | -41.0% |
| 5Y | -72.6% | +65.4% | -137.9% | -81.1% |
| All | -72.6% | +63.7% | -136.2% | -81.1% |
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