+117.7%
HII price history and return analytics
+220.7%
-103.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.4% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | +18.4% | -3.1% | +21.5% | +21.1% |
| 3M | -4.8% | -3.5% | -1.3% | -2.4% |
| 6M | 0.0% | +0.5% | -0.4% | -0.7% |
| YTD | -6.7% | +10.8% | -17.5% | -14.2% |
| 1Y | 0.0% | +11.9% | -11.9% | -8.6% |
| 3Y | +45.1% | +73.0% | -27.9% | -5.8% |
| 5Y | +80.2% | +58.6% | +21.6% | +24.0% |
| All | +117.7% | +220.7% | -103.0% | -11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling