-71.4%
HHS price history and return analytics
+221.8%
-293.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +1.3% | +2.4% | -1.1% | -0.5% |
| 30D | -7.4% | -1.5% | -5.9% | -6.6% |
| 3M | +42.7% | -4.1% | +46.8% | +46.7% |
| 6M | +42.7% | +0.6% | +42.2% | +41.3% |
| YTD | +33.2% | +11.0% | +22.2% | +22.3% |
| 1Y | +40.7% | +13.3% | +27.4% | +27.3% |
| 3Y | -41.5% | +73.4% | -114.9% | -62.2% |
| 5Y | -52.8% | +57.4% | -110.3% | -67.4% |
| All | -71.4% | +221.8% | -293.1% | -91.6% |
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