-79.5%
HCAT price history and return analytics
+74.0%
-153.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.5% |
| 7D | +3.4% | +2.4% | +1.1% | -0.2% |
| 30D | -13.2% | -1.5% | -11.7% | -10.9% |
| 3M | -13.7% | -4.1% | -9.6% | -7.8% |
| 6M | +12.7% | +0.6% | +12.1% | +10.5% |
| YTD | -36.8% | +11.0% | -47.9% | -48.5% |
| 1Y | -35.7% | +13.3% | -49.1% | -49.5% |
| 3Y | -79.5% | +73.4% | -152.9% | -94.9% |
| All | -79.5% | +74.0% | -153.6% | -94.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling