+154.0%
HCC price history and return analytics
+76.6%
+77.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | -0.6% | +1.0% | -1.6% | -1.5% |
| 30D | +14.9% | -0.2% | +15.1% | +15.1% |
| 3M | +6.8% | +4.5% | +2.3% | +2.6% |
| 6M | +36.7% | +14.1% | +22.7% | +21.2% |
| YTD | +20.1% | +14.8% | +5.3% | +6.0% |
| 1Y | +82.6% | +21.2% | +61.4% | +52.7% |
| 3Y | +154.0% | +76.6% | +77.5% | +58.9% |
| All | +154.0% | +76.6% | +77.4% | +58.9% |
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