+152.3%
HEI price history and return analytics
+65.7%
+86.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -2.9% | -1.1% | -1.8% | -1.9% |
| 30D | -15.3% | -1.0% | -14.3% | -14.5% |
| 3M | -6.8% | +3.2% | -10.0% | -9.5% |
| 6M | +3.0% | +12.5% | -9.5% | -7.1% |
| YTD | -2.3% | +14.1% | -16.3% | -13.0% |
| 1Y | -1.4% | +18.9% | -20.3% | -15.3% |
| 3Y | +94.1% | +74.1% | +20.0% | +18.1% |
| All | +152.3% | +65.7% | +86.6% | +60.2% |
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