+644.9%
HCI price history and return analytics
+221.8%
+423.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.9% | +2.4% | +0.5% | +1.2% |
| 30D | -2.2% | -1.5% | -0.7% | -1.3% |
| 3M | +2.9% | -4.1% | +7.0% | +5.7% |
| 6M | +25.1% | +0.6% | +24.5% | +23.6% |
| YTD | +0.6% | +11.0% | -10.5% | -7.8% |
| 1Y | +5.1% | +13.3% | -8.2% | -5.1% |
| 3Y | +159.5% | +73.4% | +86.1% | +68.8% |
| 5Y | +58.8% | +57.4% | +1.3% | +10.7% |
| All | +644.9% | +221.8% | +423.1% | +192.7% |
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 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