+304.7%
HEDJ price history and return analytics
+414.6%
-109.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -3.1% | -0.7% | -2.4% | -2.5% |
| 3M | +1.0% | +4.0% | -3.0% | -2.6% |
| 6M | +7.8% | +12.3% | -4.5% | -3.0% |
| YTD | +7.9% | +14.0% | -6.1% | -4.2% |
| 1Y | +15.1% | +20.3% | -5.2% | -2.7% |
| 3Y | +51.8% | +75.4% | -23.7% | -9.1% |
| 5Y | +63.3% | +66.0% | -2.6% | +2.3% |
| 10Y | +170.0% | +228.2% | -58.2% | -8.7% |
| All | +304.7% | +414.6% | -109.9% | -3.4% |
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