-66.3%
HITI price history and return analytics
+63.7%
-129.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.6% |
| 7D | +1.6% | -2.0% | +3.6% | +4.1% |
| 30D | +9.4% | -1.4% | +10.8% | +11.3% |
| 3M | +11.8% | +4.7% | +7.1% | +5.3% |
| 6M | +3.6% | +11.4% | -7.7% | -9.5% |
| YTD | -3.4% | +13.1% | -16.5% | -17.2% |
| 1Y | -22.0% | +19.0% | -41.0% | -37.4% |
| 3Y | +62.0% | +73.9% | -11.9% | -21.9% |
| 5Y | -66.3% | +65.4% | -131.7% | -80.4% |
| All | -66.3% | +63.7% | -129.9% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling