+90.9%
HEQ price history and return analytics
+229.8%
-138.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -2.5% | -1.1% | -1.4% | -1.8% |
| 30D | -0.8% | -1.0% | +0.2% | -0.1% |
| 3M | +1.0% | +3.2% | -2.1% | -1.3% |
| 6M | +8.0% | +12.5% | -4.5% | -1.0% |
| YTD | +12.4% | +14.1% | -1.7% | +1.9% |
| 1Y | +16.5% | +18.9% | -2.4% | +2.4% |
| 3Y | +47.7% | +74.1% | -26.4% | -2.5% |
| 5Y | +37.2% | +66.9% | -29.7% | -7.3% |
| All | +90.9% | +229.8% | -138.9% | -22.6% |
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 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