-95.6%
HUIZ price history and return analytics
+114.9%
-210.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.6% |
| 7D | -5.2% | -0.7% | -4.5% | -4.7% |
| 30D | +70.4% | -1.7% | +72.2% | +72.8% |
| 3M | +63.4% | -2.3% | +65.7% | +65.9% |
| 6M | +45.0% | +1.5% | +43.5% | +41.5% |
| YTD | -22.1% | +12.0% | -34.1% | -32.2% |
| 1Y | -33.2% | +12.9% | -46.1% | -42.4% |
| 3Y | -48.5% | +74.9% | -123.4% | -72.2% |
| 5Y | -75.1% | +59.9% | -135.0% | -85.1% |
| All | -95.6% | +114.9% | -210.6% | -97.6% |
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 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