+1,207.4%
HCC price history and return analytics
+192.9%
+1,014.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | +6.9% | +2.9% | +4.0% | +3.8% |
| 30D | -8.0% | -2.5% | -5.5% | -5.8% |
| 3M | -10.7% | -3.3% | -7.4% | -7.7% |
| 6M | -2.1% | +1.5% | -3.6% | -4.0% |
| YTD | -1.8% | +11.4% | -13.1% | -13.3% |
| 1Y | +3.1% | +11.9% | -8.9% | -9.5% |
| 3Y | +86.5% | +73.9% | +12.6% | +2.0% |
| 5Y | +318.4% | +57.9% | +260.5% | +153.0% |
| All | +1,207.4% | +192.9% | +1,014.4% | +279.0% |
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