-70.4%
HHS price history and return analytics
+223.7%
-294.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.9% |
| 7D | +0.3% | +0.4% | -0.1% | -0.2% |
| 30D | -10.1% | -2.6% | -7.5% | -8.6% |
| 3M | +75.4% | -3.2% | +78.7% | +79.2% |
| 6M | +41.8% | +0.9% | +40.9% | +40.1% |
| YTD | +32.9% | +11.3% | +21.6% | +21.8% |
| 1Y | +44.4% | +14.0% | +30.4% | +30.2% |
| 3Y | -43.5% | +75.8% | -119.3% | -63.9% |
| 5Y | -44.4% | +57.8% | -102.3% | -61.6% |
| 10Y | -70.4% | +219.8% | -290.2% | -90.5% |
| All | -70.4% | +223.7% | -294.1% | -90.5% |
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