-97.2%
HCAT price history and return analytics
+58.5%
-155.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.8% |
| 7D | -9.3% | +2.9% | -12.2% | -13.6% |
| 30D | -21.8% | -2.5% | -19.3% | -18.1% |
| 3M | -24.0% | -3.3% | -20.7% | -19.4% |
| 6M | -8.1% | +1.5% | -9.6% | -11.8% |
| YTD | -43.1% | +11.4% | -54.5% | -54.4% |
| 1Y | -44.7% | +11.9% | -56.6% | -55.9% |
| 3Y | -79.7% | +73.9% | -153.6% | -92.8% |
| 5Y | -97.2% | +57.9% | -155.1% | -98.7% |
| All | -97.2% | +58.5% | -155.8% | -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 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