-9.0%
HITI price history and return analytics
+13.3%
-22.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | +2.2% | -1.6% | +3.9% | +3.8% |
| 30D | +3.8% | -2.5% | +6.3% | +6.2% |
| 3M | +27.0% | -1.3% | +28.3% | +28.4% |
| 6M | +11.4% | +3.1% | +8.3% | +7.8% |
| YTD | +3.0% | +10.9% | -7.9% | -5.7% |
| All | -9.0% | +13.3% | -22.3% | -19.0% |
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 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