+44.6%
HEGD price history and return analytics
+72.7%
-28.1%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | 0.0% |
| 7D | -1.3% | -2.0% | +0.7% | -0.3% |
| 30D | -1.7% | -1.4% | -0.2% | -1.0% |
| 3M | +2.1% | +4.7% | -2.6% | -0.2% |
| 6M | +6.0% | +11.4% | -5.4% | +0.5% |
| YTD | +6.1% | +13.1% | -6.9% | -0.3% |
| 1Y | +9.8% | +19.0% | -9.2% | +0.6% |
| All | +44.6% | +72.7% | -28.1% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling