-23.0%
HCM price history and return analytics
+69.7%
-92.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.5% | +6.5% |
| 7D | +15.3% | -2.3% | +17.6% | +17.8% |
| 30D | +6.2% | -5.0% | +11.1% | +11.6% |
| 3M | +28.1% | -4.9% | +33.0% | +34.8% |
| 6M | +12.9% | -1.5% | +14.4% | +14.0% |
| YTD | +13.7% | +8.5% | +5.2% | +2.5% |
| 1Y | -1.9% | +11.4% | -13.3% | -14.4% |
| 3Y | -23.0% | +70.1% | -93.1% | -68.8% |
| All | -23.0% | +69.7% | -92.8% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling