+208.2%
HIO price history and return analytics
+346.0%
-137.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +1.2% | -2.3% | +3.5% | +2.3% |
| 30D | +3.3% | -5.0% | +8.2% | +5.8% |
| 3M | -2.9% | -4.9% | +2.0% | -0.5% |
| 6M | -4.0% | -1.5% | -2.4% | -3.4% |
| YTD | -0.7% | +8.5% | -9.2% | -4.9% |
| 1Y | -0.7% | +11.4% | -12.0% | -6.1% |
| 3Y | +25.0% | +70.1% | -45.1% | -5.0% |
| 5Y | +6.4% | +53.7% | -47.3% | -15.7% |
| 10Y | +67.0% | +220.0% | -153.0% | -9.1% |
| All | +208.2% | +346.0% | -137.8% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling