+57.0%
HIX price history and return analytics
+222.7%
-165.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | -0.8% | -0.7% | -0.1% | -0.4% |
| 3M | +2.0% | +4.0% | -2.0% | -0.6% |
| 6M | +4.5% | +12.3% | -7.8% | -3.0% |
| YTD | +2.3% | +14.0% | -11.8% | -6.0% |
| 1Y | +2.7% | +20.3% | -17.6% | -8.8% |
| 3Y | +19.6% | +75.4% | -55.8% | -17.6% |
| 5Y | -1.9% | +66.0% | -67.9% | -30.7% |
| 10Y | +57.0% | +228.2% | -171.2% | -31.4% |
| All | +57.0% | +222.7% | -165.7% | -31.4% |
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 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