+1,226.0%
HCC price history and return analytics
+191.4%
+1,034.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +8.6% | -0.1% | +8.8% | +8.6% |
| 30D | -5.9% | -3.1% | -2.8% | -3.0% |
| 3M | -8.1% | -3.5% | -4.6% | -4.9% |
| 6M | +2.1% | +0.5% | +1.7% | +1.3% |
| YTD | -0.4% | +10.8% | -11.1% | -11.6% |
| 1Y | +6.7% | +11.9% | -5.2% | -6.3% |
| 3Y | +89.2% | +73.0% | +16.2% | +4.0% |
| 5Y | +349.6% | +58.6% | +291.0% | +170.3% |
| All | +1,226.0% | +191.4% | +1,034.6% | +286.7% |
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 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