+11.1%
HCM price history and return analytics
+223.7%
-212.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -2.0% |
| 7D | +15.4% | +0.4% | +15.1% | +14.6% |
| 30D | +8.7% | -2.6% | +11.2% | +11.7% |
| 3M | +22.5% | -3.2% | +25.7% | +27.1% |
| 6M | +16.7% | +0.9% | +15.7% | +14.5% |
| YTD | +14.9% | +11.3% | +3.6% | -0.4% |
| 1Y | +2.5% | +14.0% | -11.5% | -13.8% |
| 3Y | -15.3% | +75.8% | -91.2% | -58.2% |
| 5Y | -49.4% | +57.8% | -107.3% | -70.8% |
| 10Y | +11.1% | +219.8% | -208.7% | -71.4% |
| All | +11.1% | +223.7% | -212.6% | -71.4% |
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