+76.8%
HHH price history and return analytics
+377.6%
-300.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +1.5% | +1.0% | +0.5% | +0.2% |
| 30D | -5.1% | -0.2% | -4.8% | -4.8% |
| 3M | -1.4% | +4.5% | -5.9% | -7.0% |
| 6M | -7.7% | +14.1% | -21.8% | -22.2% |
| YTD | -19.7% | +14.8% | -34.5% | -32.9% |
| 1Y | -18.9% | +21.2% | -40.1% | -36.6% |
| 3Y | -12.9% | +76.6% | -89.5% | -57.2% |
| 5Y | -26.8% | +66.6% | -93.4% | -60.8% |
| 10Y | -43.0% | +222.3% | -265.3% | -85.6% |
| All | +76.8% | +377.6% | -300.7% | -71.1% |
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