-95.2%
HUIZ price history and return analytics
+113.0%
-208.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.3% | +7.9% | +7.9% |
| 7D | +5.7% | +2.4% | +3.3% | +3.1% |
| 30D | +66.2% | -1.5% | +67.7% | +68.2% |
| 3M | +86.8% | -4.1% | +90.9% | +93.3% |
| 6M | +60.7% | +0.6% | +60.1% | +58.2% |
| YTD | -14.2% | +11.0% | -25.3% | -24.7% |
| 1Y | -24.7% | +13.3% | -38.0% | -35.4% |
| 3Y | -43.0% | +73.4% | -116.4% | -69.0% |
| 5Y | -74.8% | +57.4% | -132.2% | -84.7% |
| All | -95.2% | +113.0% | -208.2% | -97.3% |
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 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