-69.5%
HERE price history and return analytics
+76.6%
-146.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | +2.2% | +1.0% | +1.2% | +0.7% |
| 30D | 0.0% | -0.2% | +0.2% | +0.3% |
| 3M | +23.5% | +4.5% | +19.0% | +15.0% |
| 6M | -58.1% | +14.1% | -72.1% | -64.8% |
| YTD | -63.0% | +14.8% | -77.8% | -69.2% |
| 1Y | -77.2% | +21.2% | -98.4% | -82.4% |
| 3Y | -69.5% | +76.6% | -146.1% | -83.4% |
| All | -69.5% | +76.6% | -146.1% | -83.4% |
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