+42.7%
HISF price history and return analytics
+231.0%
-188.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +1.4% | -1.7% | +3.2% | +1.9% |
| 3M | -0.9% | -2.3% | +1.4% | -0.3% |
| 6M | -1.1% | +1.5% | -2.6% | -1.7% |
| YTD | -0.9% | +12.0% | -13.0% | -4.6% |
| 1Y | -0.3% | +12.9% | -13.2% | -4.3% |
| 3Y | +16.2% | +74.9% | -58.8% | -4.0% |
| 5Y | +6.1% | +59.9% | -53.8% | -10.0% |
| 10Y | +33.0% | +224.6% | -191.7% | -11.4% |
| All | +42.7% | +231.0% | -188.3% | -5.6% |
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 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