+657.0%
HCI price history and return analytics
+224.4%
+432.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.1% |
| 7D | -6.3% | -0.7% | -5.6% | -5.8% |
| 30D | -3.9% | -1.7% | -2.1% | -2.8% |
| 3M | +3.2% | -2.3% | +5.5% | +4.7% |
| 6M | +28.0% | +1.5% | +26.5% | +25.8% |
| YTD | -0.2% | +12.0% | -12.3% | -9.1% |
| 1Y | +2.3% | +12.9% | -10.5% | -7.3% |
| 3Y | +160.8% | +74.9% | +85.8% | +68.6% |
| 5Y | +55.4% | +59.9% | -4.5% | +7.2% |
| 10Y | +657.0% | +224.6% | +432.3% | +198.0% |
| All | +657.0% | +224.4% | +432.6% | +198.0% |
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