-95.0%
HHS price history and return analytics
+346.0%
-441.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | +2.3% | -2.3% | +4.6% | +4.2% |
| 30D | -10.0% | -5.0% | -5.0% | -6.1% |
| 3M | +73.7% | -4.9% | +78.6% | +80.8% |
| 6M | +39.4% | -1.5% | +41.0% | +40.4% |
| YTD | +31.6% | +8.5% | +23.1% | +21.2% |
| 1Y | +45.1% | +11.4% | +33.7% | +30.7% |
| 3Y | -42.9% | +70.1% | -113.0% | -65.4% |
| 5Y | -45.0% | +53.7% | -98.7% | -63.7% |
| 10Y | -71.3% | +220.0% | -291.3% | -90.8% |
| All | -95.0% | +346.0% | -441.0% | -98.8% |
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