+182.4%
HIX price history and return analytics
+357.6%
-175.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | +2.3% | -2.6% | +4.9% | +3.8% |
| 3M | -6.8% | -3.2% | -3.5% | -5.0% |
| 6M | -3.0% | +0.9% | -3.9% | -3.7% |
| YTD | -3.9% | +11.3% | -15.2% | -10.0% |
| 1Y | -3.7% | +14.0% | -17.7% | -11.1% |
| 3Y | +20.9% | +75.8% | -54.9% | -14.4% |
| 5Y | -7.5% | +57.8% | -65.4% | -30.8% |
| 10Y | +51.8% | +219.8% | -168.0% | -25.9% |
| All | +182.4% | +357.6% | -175.2% | -0.6% |
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