-67.5%
HIT price history and return analytics
+19.6%
-87.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.6% |
| 7D | -7.6% | -1.1% | -6.4% | -6.5% |
| 30D | -11.2% | -1.0% | -10.2% | -10.2% |
| 3M | -14.5% | +3.2% | -17.7% | -17.8% |
| 6M | -54.2% | +12.5% | -66.7% | -62.6% |
| YTD | -43.0% | +14.1% | -57.1% | -55.4% |
| 1Y | -67.5% | +18.9% | -86.4% | -77.8% |
| All | -67.5% | +19.6% | -87.2% | -77.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling