+11.0%
HCM price history and return analytics
+221.4%
-210.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +16.5% | +1.0% | +15.5% | +15.4% |
| 30D | +11.0% | -0.2% | +11.2% | +11.4% |
| 3M | +27.9% | +4.5% | +23.4% | +21.1% |
| 6M | +0.2% | +14.1% | -13.8% | -15.1% |
| YTD | +4.1% | +14.8% | -10.6% | -12.5% |
| 1Y | -13.8% | +21.2% | -35.0% | -32.2% |
| 3Y | -1.0% | +76.6% | -77.6% | -50.6% |
| 5Y | -64.7% | +66.6% | -131.3% | -80.6% |
| 10Y | +11.0% | +222.3% | -211.2% | -67.0% |
| All | +11.0% | +221.4% | -210.4% | -67.0% |
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