-96.1%
HCAT price history and return analytics
+135.1%
-231.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.1% |
| 7D | -4.4% | +0.4% | -4.8% | -4.7% |
| 30D | -14.7% | -2.6% | -12.1% | -11.4% |
| 3M | -12.7% | -3.2% | -9.5% | -8.6% |
| 6M | -0.7% | +0.9% | -1.6% | -2.7% |
| YTD | -36.8% | +11.3% | -48.1% | -46.1% |
| 1Y | -46.6% | +14.0% | -60.6% | -55.8% |
| 3Y | -78.1% | +75.8% | -154.0% | -89.5% |
| 5Y | -97.0% | +57.8% | -154.8% | -98.3% |
| All | -96.1% | +135.1% | -231.3% | -98.6% |
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