+85.5%
HCI price history and return analytics
+66.2%
+19.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -0.9% | +1.0% | -2.0% | -1.6% |
| 30D | -1.2% | -0.2% | -0.9% | -1.0% |
| 3M | +21.2% | +4.5% | +16.7% | +17.4% |
| 6M | +10.4% | +14.1% | -3.7% | +0.2% |
| YTD | -2.2% | +14.8% | -17.0% | -11.8% |
| 1Y | +7.4% | +21.2% | -13.8% | -6.9% |
| 3Y | +265.5% | +76.6% | +189.0% | +133.1% |
| 5Y | +85.5% | +66.6% | +18.9% | +29.0% |
| All | +85.5% | +66.2% | +19.3% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling