+415.7%
HEWJ price history and return analytics
+271.1%
+144.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.7% |
| 7D | -2.5% | -2.0% | -0.5% | -0.6% |
| 30D | -3.0% | -1.4% | -1.6% | -1.7% |
| 3M | +4.8% | +4.7% | 0.0% | +0.4% |
| 6M | +10.7% | +11.4% | -0.7% | +0.2% |
| YTD | +20.4% | +13.1% | +7.4% | +7.5% |
| 1Y | +34.8% | +19.0% | +15.8% | +14.7% |
| 3Y | +101.0% | +73.9% | +27.0% | +21.0% |
| 5Y | +149.2% | +65.4% | +83.8% | +56.0% |
| 10Y | +352.3% | +225.4% | +126.9% | +34.1% |
| All | +415.7% | +271.1% | +144.6% | +29.2% |
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