+40.7%
HHS price history and return analytics
+11.9%
+28.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.3% | +2.4% | -1.1% | +0.2% |
| 30D | -7.4% | -1.5% | -5.9% | -6.8% |
| 3M | +42.7% | -4.1% | +46.8% | +45.7% |
| 6M | +42.7% | +0.6% | +42.2% | +40.9% |
| YTD | +33.2% | +11.0% | +22.2% | +21.4% |
| 1Y | +40.7% | +13.3% | +27.4% | +23.9% |
| All | +40.7% | +11.9% | +28.8% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling