-89.9%
HUIZ price history and return analytics
+66.2%
-156.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.9% |
| 7D | -2.3% | +1.0% | -3.3% | -3.5% |
| 30D | -10.2% | -0.2% | -10.0% | -10.1% |
| 3M | +6.4% | +4.5% | +1.9% | +1.4% |
| 6M | -21.6% | +14.1% | -35.6% | -33.4% |
| YTD | -47.0% | +14.8% | -61.7% | -55.5% |
| 1Y | -44.2% | +21.2% | -65.4% | -56.4% |
| 3Y | -72.2% | +76.6% | -148.7% | -86.8% |
| 5Y | -89.9% | +66.6% | -156.5% | -94.4% |
| All | -89.9% | +66.2% | -156.1% | -94.4% |
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