+22.2%
HCM price history and return analytics
+222.7%
-200.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | +4.6% | +2.9% | +1.7% | +1.0% |
| 30D | +10.0% | -2.5% | +12.5% | +12.9% |
| 3M | +21.2% | -3.3% | +24.6% | +25.9% |
| 6M | +17.2% | +1.5% | +15.7% | +14.1% |
| YTD | +11.4% | +11.4% | 0.0% | -3.5% |
| 1Y | -2.8% | +11.9% | -14.7% | -16.4% |
| 3Y | -21.9% | +73.9% | -95.8% | -60.9% |
| 5Y | -52.2% | +57.9% | -110.1% | -72.4% |
| All | +22.2% | +222.7% | -200.5% | -66.0% |
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