+4,826.3%
HEI price history and return analytics
+371.8%
+4,454.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.4% |
| 7D | -2.8% | +1.0% | -3.8% | -3.7% |
| 30D | -14.0% | -0.2% | -13.8% | -13.8% |
| 3M | -2.3% | +4.5% | -6.8% | -6.3% |
| 6M | +4.1% | +14.1% | -9.9% | -7.9% |
| YTD | -2.2% | +14.8% | -17.0% | -14.1% |
| 1Y | -0.3% | +21.2% | -21.5% | -16.7% |
| 3Y | +92.8% | +76.6% | +16.2% | +11.8% |
| 5Y | +154.2% | +66.6% | +87.6% | +55.3% |
| 10Y | +809.5% | +222.3% | +587.2% | +208.4% |
| All | +4,826.3% | +371.8% | +4,454.5% | +1,159.6% |
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