-1.5%
HCMT price history and return analytics
+11.9%
-13.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | +3.8% | +2.9% | +0.9% | -1.1% |
| 30D | -11.1% | -2.5% | -8.6% | -7.0% |
| 3M | -8.3% | -3.3% | -4.9% | -2.5% |
| 6M | -2.4% | +1.5% | -3.9% | -3.0% |
| YTD | +0.6% | +11.4% | -10.8% | -10.9% |
| 1Y | -1.5% | +11.9% | -13.4% | -13.5% |
| All | -1.5% | +11.9% | -13.3% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling