+634.4%
HBCP price history and return analytics
+526.8%
+107.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +1.5% | +2.9% | -1.4% | -0.1% |
| 30D | -5.8% | -2.5% | -3.3% | -4.5% |
| 3M | -14.1% | -3.3% | -10.7% | -12.5% |
| 6M | -1.6% | +1.5% | -3.2% | -2.9% |
| YTD | +8.7% | +11.4% | -2.6% | +1.6% |
| 1Y | +15.3% | +11.9% | +3.4% | +7.4% |
| 3Y | +82.2% | +73.9% | +8.3% | +33.8% |
| 5Y | +61.5% | +57.9% | +3.7% | +24.4% |
| 10Y | +138.9% | +222.6% | -83.8% | +37.9% |
| All | +634.4% | +526.8% | +107.6% | +259.3% |
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