+1,379.7%
HCC price history and return analytics
+200.1%
+1,179.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.7% |
| 7D | -6.4% | -1.1% | -5.3% | -5.3% |
| 30D | +1.1% | -1.0% | +2.1% | +2.1% |
| 3M | +4.1% | +3.2% | +0.9% | +0.5% |
| 6M | +15.6% | +12.5% | +3.2% | +1.1% |
| YTD | +11.2% | +14.1% | -2.9% | -4.1% |
| 1Y | +65.7% | +18.9% | +46.8% | +36.7% |
| 3Y | +134.6% | +74.1% | +60.6% | +28.4% |
| 5Y | +309.1% | +66.9% | +242.2% | +132.4% |
| All | +1,379.7% | +200.1% | +1,179.6% | +319.3% |
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