+46.6%
HIHO price history and return analytics
+368.8%
-322.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.9% | +2.5% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | -14.7% | -0.7% | -14.0% | -14.5% |
| 3M | +17.4% | +4.0% | +13.4% | +15.6% |
| 6M | +13.3% | +12.3% | +1.0% | +8.2% |
| YTD | -38.7% | +14.0% | -52.7% | -41.9% |
| 1Y | -44.3% | +20.3% | -64.6% | -48.4% |
| 3Y | -49.0% | +75.4% | -124.5% | -59.6% |
| 5Y | -69.0% | +66.0% | -134.9% | -75.0% |
| 10Y | -63.8% | +228.2% | -291.9% | -78.6% |
| All | +46.6% | +368.8% | -322.2% | -36.4% |
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