-75.8%
HE price history and return analytics
+59.8%
-135.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.3% |
| 7D | +5.1% | -0.7% | +5.8% | +5.4% |
| 30D | +3.1% | -1.7% | +4.9% | +4.1% |
| 3M | -24.6% | -2.3% | -22.3% | -23.7% |
| 6M | -35.9% | +1.5% | -37.4% | -36.6% |
| YTD | -27.4% | +12.0% | -39.4% | -32.4% |
| 1Y | -22.3% | +12.9% | -35.1% | -28.0% |
| 3Y | -23.1% | +74.9% | -98.0% | -46.0% |
| 5Y | -75.8% | +59.9% | -135.7% | -82.9% |
| All | -75.8% | +59.8% | -135.5% | -82.9% |
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 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