-51.2%
HIHO price history and return analytics
+74.2%
-125.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | -2.2% | -1.1% | -1.1% | -1.9% |
| 30D | -21.1% | -1.0% | -20.1% | -20.8% |
| 3M | +8.4% | +3.2% | +5.2% | +7.5% |
| 6M | +12.2% | +12.5% | -0.2% | +8.0% |
| YTD | -40.7% | +14.1% | -54.8% | -43.2% |
| 1Y | -45.2% | +18.9% | -64.1% | -47.9% |
| 3Y | -51.2% | +74.1% | -125.2% | -58.2% |
| All | -51.2% | +74.2% | -125.4% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling