+359.9%
HEWJ price history and return analytics
+229.8%
+130.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.0% |
| 7D | -1.4% | -1.1% | -0.3% | -0.5% |
| 30D | -2.8% | -1.0% | -1.8% | -1.9% |
| 3M | +3.9% | +3.2% | +0.8% | +1.2% |
| 6M | +13.3% | +12.5% | +0.8% | +2.3% |
| YTD | +22.6% | +14.1% | +8.5% | +9.4% |
| 1Y | +35.8% | +18.9% | +16.9% | +17.0% |
| 3Y | +104.2% | +74.1% | +30.1% | +27.7% |
| 5Y | +153.7% | +66.9% | +86.8% | +63.7% |
| All | +359.9% | +229.8% | +130.1% | +58.7% |
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