-73.8%
HHS price history and return analytics
+224.7%
-298.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -1.4% | +1.0% | -2.4% | -2.1% |
| 30D | +85.1% | -0.2% | +85.3% | +85.4% |
| 3M | +65.5% | +4.5% | +60.9% | +60.0% |
| 6M | +51.8% | +14.1% | +37.7% | +37.4% |
| YTD | +40.2% | +14.8% | +25.4% | +26.1% |
| 1Y | +20.6% | +21.2% | -0.6% | +4.1% |
| 3Y | -31.9% | +76.6% | -108.5% | -56.4% |
| 5Y | -41.2% | +66.6% | -107.8% | -60.8% |
| All | -73.8% | +224.7% | -298.5% | -91.0% |
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