-33.0%
HE price history and return analytics
+356.5%
-389.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.3% | +2.4% | -0.1% | +1.1% |
| 30D | +1.9% | -1.5% | +3.4% | +2.7% |
| 3M | -27.2% | -4.1% | -23.1% | -25.6% |
| 6M | -35.7% | +0.6% | -36.3% | -36.0% |
| YTD | -30.0% | +11.0% | -41.0% | -34.0% |
| 1Y | -26.1% | +13.3% | -39.4% | -31.2% |
| 3Y | -24.8% | +73.4% | -98.2% | -44.5% |
| 5Y | -76.5% | +57.4% | -134.0% | -81.9% |
| 10Y | -62.1% | +221.7% | -283.8% | -80.3% |
| All | -33.0% | +356.5% | -389.5% | -73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling