-98.5%
HSCS vs VT
+108.4%
-206.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | +23.1% | +0.4% | +22.7% | +22.9% |
| 30D | +63.6% | +1.0% | +62.6% | +63.1% |
| 3M | +85.6% | +2.4% | +83.2% | +82.9% |
| 6M | +42.4% | +12.0% | +30.4% | +32.2% |
| YTD | +20.7% | +15.3% | +5.4% | +9.9% |
| 1Y | +12.0% | +22.6% | -10.6% | -1.5% |
| 3Y | -94.7% | +74.7% | -169.3% | -95.8% |
| All | -98.5% | +108.4% | -206.8% | -99.0% |
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