+757.6%
HCI vs VT
+215.5%
+542.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.4% | -3.3% |
| 7D | -6.0% | -2.3% | -3.7% | -4.4% |
| 30D | -0.4% | -5.0% | +4.6% | +3.1% |
| 3M | +3.1% | -4.9% | +7.9% | +6.5% |
| 6M | +21.4% | -1.5% | +23.0% | +21.8% |
| YTD | -2.2% | +8.5% | -10.7% | -8.9% |
| 1Y | -3.7% | +11.4% | -15.0% | -11.9% |
| 3Y | +209.2% | +70.1% | +139.1% | +103.9% |
| 5Y | +51.6% | +53.7% | -2.2% | +7.6% |
| All | +757.6% | +215.5% | +542.1% | +272.0% |
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 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