+100.5%
HYI price history and return analytics
+395.6%
-295.1%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -1.1% | -1.1% | 0.0% | -0.7% |
| 30D | -2.0% | -1.0% | -1.0% | -1.6% |
| 3M | -1.3% | +3.2% | -4.5% | -2.5% |
| 6M | -1.3% | +12.5% | -13.7% | -5.6% |
| YTD | -1.9% | +14.1% | -16.0% | -6.7% |
| 1Y | -5.9% | +18.9% | -24.8% | -11.9% |
| 3Y | +17.6% | +74.1% | -56.5% | -5.2% |
| 5Y | +3.0% | +66.9% | -63.9% | -16.4% |
| 10Y | +58.6% | +228.3% | -169.7% | -1.4% |
| All | +100.5% | +395.6% | -295.1% | +9.0% |
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