+109.3%
HII price history and return analytics
+221.4%
-112.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | -1.6% | +1.0% | -2.6% | -2.4% |
| 30D | -10.9% | -0.2% | -10.7% | -10.8% |
| 3M | -1.1% | +4.5% | -5.7% | -4.5% |
| 6M | -32.4% | +14.1% | -46.4% | -39.2% |
| YTD | -14.4% | +14.8% | -29.1% | -23.2% |
| 1Y | +8.3% | +21.2% | -12.9% | -6.8% |
| 3Y | +45.1% | +76.6% | -31.4% | -7.1% |
| 5Y | +60.6% | +66.6% | -6.0% | +6.3% |
| 10Y | +109.3% | +222.3% | -113.0% | -20.7% |
| All | +109.3% | +221.4% | -112.1% | -20.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling