+63.4%
HIO price history and return analytics
+221.4%
-158.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -1.1% | +1.0% | -2.2% | -1.7% |
| 30D | -2.4% | -0.2% | -2.1% | -2.3% |
| 3M | -0.4% | +4.5% | -4.9% | -2.8% |
| 6M | -0.2% | +14.1% | -14.2% | -7.1% |
| YTD | +0.6% | +14.8% | -14.1% | -6.7% |
| 1Y | -2.1% | +21.2% | -23.3% | -11.9% |
| 3Y | +28.2% | +76.6% | -48.4% | -6.9% |
| 5Y | +8.5% | +66.6% | -58.1% | -19.3% |
| 10Y | +63.4% | +222.3% | -158.9% | -19.9% |
| All | +63.4% | +221.4% | -158.1% | -19.9% |
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