+40.8%
HBNC price history and return analytics
+65.7%
-24.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.8% |
| 7D | -0.7% | -1.1% | +0.5% | +0.4% |
| 30D | -3.7% | -1.0% | -2.7% | -2.8% |
| 3M | +2.1% | +3.2% | -1.0% | -1.3% |
| 6M | +25.8% | +12.5% | +13.3% | +10.9% |
| YTD | +19.8% | +14.1% | +5.7% | +4.2% |
| 1Y | +24.9% | +18.9% | +6.0% | +4.1% |
| 3Y | +112.2% | +74.1% | +38.1% | +22.4% |
| All | +40.8% | +65.7% | -24.9% | -17.5% |
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