-18.4%
HITI price history and return analytics
+86.8%
-105.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -3.6% |
| 7D | +2.0% | -0.1% | +2.1% | +2.1% |
| 30D | +11.7% | -0.7% | +12.4% | +12.7% |
| 3M | +10.3% | +4.0% | +6.3% | +4.6% |
| 6M | +5.3% | +12.3% | -7.0% | -9.6% |
| YTD | -3.0% | +14.0% | -17.0% | -18.5% |
| 1Y | -22.1% | +20.3% | -42.4% | -39.1% |
| 3Y | +62.7% | +75.4% | -12.8% | -25.7% |
| 5Y | -65.2% | +66.0% | -131.2% | -80.8% |
| All | -18.4% | +86.8% | -105.2% | -67.0% |
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 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