+151.4%
HESM price history and return analytics
+192.1%
-40.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.5% |
| 7D | -0.3% | -0.7% | +0.4% | +0.3% |
| 30D | -2.0% | -1.7% | -0.3% | -0.6% |
| 3M | -21.8% | -2.3% | -19.5% | -20.3% |
| 6M | -17.4% | +1.5% | -19.0% | -19.4% |
| YTD | -2.2% | +12.0% | -14.2% | -13.7% |
| 1Y | -0.5% | +12.9% | -13.3% | -12.9% |
| 3Y | +32.8% | +74.9% | -42.1% | -25.5% |
| 5Y | +80.7% | +59.9% | +20.7% | +9.8% |
| All | +151.4% | +192.1% | -40.8% | -12.6% |
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