-96.5%
HCAT price history and return analytics
+135.2%
-231.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.1% |
| 7D | -9.3% | +2.9% | -12.2% | -12.7% |
| 30D | -21.8% | -2.5% | -19.3% | -18.9% |
| 3M | -24.0% | -3.3% | -20.7% | -20.3% |
| 6M | -8.1% | +1.5% | -9.6% | -10.6% |
| YTD | -43.1% | +11.4% | -54.5% | -51.5% |
| 1Y | -44.7% | +11.9% | -56.6% | -53.0% |
| 3Y | -79.7% | +73.9% | -153.6% | -90.1% |
| 5Y | -97.2% | +57.9% | -155.1% | -98.4% |
| All | -96.5% | +135.2% | -231.8% | -98.7% |
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 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