+667.8%
HCI price history and return analytics
+222.7%
+445.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | +0.7% | -0.7% | +1.4% | +1.1% |
| 3M | +18.1% | +4.0% | +14.1% | +14.5% |
| 6M | +13.9% | +12.3% | +1.6% | +4.1% |
| YTD | -2.4% | +14.0% | -16.4% | -11.9% |
| 1Y | +7.3% | +20.3% | -13.0% | -6.8% |
| 3Y | +264.8% | +75.4% | +189.3% | +137.0% |
| 5Y | +82.9% | +66.0% | +17.0% | +23.5% |
| 10Y | +667.8% | +228.2% | +439.6% | +223.4% |
| All | +667.8% | +222.7% | +445.1% | +223.4% |
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