+14.3%
HSIC vs VT
+66.2%
-51.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +0.3% | +0.4% | -0.1% | 0.0% |
| 30D | +0.2% | +1.0% | -0.7% | -0.4% |
| 3M | +17.7% | +2.4% | +15.3% | +15.7% |
| 6M | +11.5% | +12.0% | -0.5% | +3.0% |
| YTD | +18.8% | +15.3% | +3.5% | +7.7% |
| 1Y | +32.5% | +22.6% | +9.9% | +15.1% |
| 3Y | +17.6% | +74.7% | -57.0% | -19.8% |
| All | +14.3% | +66.2% | -51.9% | -19.7% |
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