-96.2%
HCAT price history and return analytics
+128.6%
-224.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -0.2% |
| 7D | -16.2% | -4.2% | -12.0% | -11.0% |
| 30D | -15.3% | -5.8% | -9.5% | -7.9% |
| 3M | -37.2% | -5.2% | -32.0% | -32.7% |
| 6M | -6.3% | +0.1% | -6.4% | -7.4% |
| YTD | -37.2% | +8.2% | -45.5% | -44.5% |
| 1Y | -50.8% | +10.1% | -60.9% | -57.4% |
| 3Y | -80.3% | +69.7% | -149.9% | -90.0% |
| 5Y | -97.1% | +53.4% | -150.5% | -98.3% |
| All | -96.2% | +128.6% | -224.8% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling