-96.3%
HCAT price history and return analytics
+136.7%
-233.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -2.2% |
| 7D | -10.1% | -0.7% | -9.4% | -9.2% |
| 30D | -18.3% | -1.7% | -16.5% | -16.1% |
| 3M | -18.8% | -2.3% | -16.4% | -16.0% |
| 6M | +3.6% | +1.5% | +2.1% | +0.7% |
| YTD | -40.2% | +12.0% | -52.2% | -49.5% |
| 1Y | -46.8% | +12.9% | -59.7% | -55.4% |
| 3Y | -78.7% | +74.9% | -153.6% | -89.7% |
| 5Y | -97.1% | +59.9% | -157.0% | -98.4% |
| All | -96.3% | +136.7% | -233.0% | -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