-46.9%
HIYY price history and return analytics
+17.3%
-64.3%
-74.0%
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% | -1.5% |
| 7D | +0.4% | -1.1% | +1.5% | +2.7% |
| 30D | -8.3% | -1.0% | -7.3% | -6.3% |
| 3M | -4.5% | +3.2% | -7.6% | -9.7% |
| 6M | +1.9% | +12.5% | -10.6% | -19.3% |
| YTD | -15.4% | +14.1% | -29.4% | -34.8% |
| All | -46.9% | +17.3% | -64.3% | -61.9% |
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