+158.3%
HEEM price history and return analytics
+229.8%
-71.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -0.9% | -1.1% | +0.2% | +0.1% |
| 30D | +0.5% | -1.0% | +1.4% | +1.3% |
| 3M | -2.2% | +3.2% | -5.3% | -4.5% |
| 6M | +12.8% | +12.5% | +0.3% | +2.7% |
| YTD | +22.7% | +14.1% | +8.7% | +10.5% |
| 1Y | +34.0% | +18.9% | +15.1% | +16.6% |
| 3Y | +90.9% | +74.1% | +16.8% | +19.9% |
| 5Y | +62.0% | +66.9% | -4.9% | +4.9% |
| All | +158.3% | +229.8% | -71.5% | -12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling