+65.7%
HII price history and return analytics
+53.4%
+12.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -8.9% | -2.3% | -6.6% | -7.6% |
| 30D | +10.8% | -5.0% | +15.7% | +14.1% |
| 3M | -9.8% | -4.9% | -5.0% | -7.3% |
| 6M | -8.8% | -1.5% | -7.3% | -8.3% |
| YTD | -14.1% | +8.5% | -22.5% | -18.6% |
| 1Y | -3.9% | +11.4% | -15.3% | -10.3% |
| 3Y | +31.0% | +70.1% | -39.1% | -2.9% |
| All | +65.7% | +53.4% | +12.3% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling