+79.2%
HII price history and return analytics
+57.0%
+22.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +6.1% | +2.4% | +3.7% | +4.6% |
| 30D | +15.8% | -1.5% | +17.3% | +16.8% |
| 3M | -5.6% | -4.1% | -1.4% | -3.3% |
| 6M | -7.5% | +0.6% | -8.1% | -8.1% |
| YTD | -8.9% | +11.0% | -19.9% | -14.8% |
| 1Y | -0.4% | +13.3% | -13.8% | -8.0% |
| 3Y | +39.6% | +73.4% | -33.8% | +2.3% |
| All | +79.2% | +57.0% | +22.1% | +33.6% |
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