+1,480.8%
HCC vs VT
+203.4%
+1,277.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | -2.4% | +0.4% | -2.9% | -3.0% |
| 30D | +24.0% | +1.0% | +23.0% | +22.7% |
| 3M | -1.3% | +2.4% | -3.7% | -3.9% |
| 6M | +24.4% | +12.0% | +12.4% | +9.4% |
| YTD | +18.8% | +15.3% | +3.4% | +1.3% |
| 1Y | +90.1% | +22.6% | +67.5% | +51.8% |
| 3Y | +159.5% | +74.7% | +84.8% | +41.6% |
| 5Y | +368.7% | +66.1% | +302.6% | +168.3% |
| All | +1,480.8% | +203.4% | +1,277.3% | +342.9% |
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 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