-63.3%
HEPS price history and return analytics
+65.7%
-129.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.6% | -1.8% |
| 7D | -2.1% | -1.1% | -0.9% | -0.8% |
| 30D | -7.7% | -1.0% | -6.8% | -6.6% |
| 3M | -8.1% | +3.2% | -11.2% | -11.7% |
| 6M | -7.4% | +12.5% | -19.9% | -20.9% |
| YTD | +5.6% | +14.1% | -8.4% | -11.4% |
| 1Y | -8.1% | +18.9% | -27.0% | -26.9% |
| 3Y | +75.8% | +74.1% | +1.8% | -14.1% |
| All | -63.3% | +65.7% | -129.0% | -80.0% |
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 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