+179.2%
HIX price history and return analytics
+346.0%
-166.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | -0.3% | -2.3% | +2.0% | +1.0% |
| 30D | +1.4% | -5.0% | +6.4% | +4.4% |
| 3M | -7.3% | -4.9% | -2.5% | -4.7% |
| 6M | -5.7% | -1.5% | -4.2% | -5.1% |
| YTD | -5.0% | +8.5% | -13.4% | -9.7% |
| 1Y | -5.2% | +11.4% | -16.6% | -11.3% |
| 3Y | +18.8% | +70.1% | -51.3% | -14.3% |
| 5Y | -8.2% | +53.7% | -61.9% | -30.2% |
| 10Y | +50.1% | +220.0% | -169.9% | -26.7% |
| All | +179.2% | +346.0% | -166.8% | -0.3% |
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