-19.7%
HITI price history and return analytics
+86.8%
-106.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.3% |
| 7D | -1.4% | -1.1% | -0.3% | 0.0% |
| 30D | +8.6% | -1.0% | +9.6% | +9.9% |
| 3M | +8.6% | +3.2% | +5.4% | +4.0% |
| 6M | +2.4% | +12.5% | -10.1% | -12.3% |
| YTD | -4.5% | +14.1% | -18.6% | -19.8% |
| 1Y | -25.1% | +18.9% | -44.1% | -40.6% |
| 3Y | +43.7% | +74.1% | -30.3% | -33.7% |
| 5Y | -66.7% | +66.9% | -133.5% | -81.8% |
| All | -19.7% | +86.8% | -106.5% | -67.5% |
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