+67.2%
HCMT price history and return analytics
+76.6%
-9.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.4% |
| 7D | +2.2% | +1.0% | +1.2% | +0.4% |
| 30D | -1.8% | -0.2% | -1.5% | -1.3% |
| 3M | +2.4% | +4.5% | -2.1% | -4.4% |
| 6M | +13.3% | +14.1% | -0.7% | -9.0% |
| YTD | +7.7% | +14.8% | -7.0% | -14.2% |
| 1Y | +18.6% | +21.2% | -2.6% | -13.8% |
| 3Y | +67.2% | +76.6% | -9.3% | -27.3% |
| All | +67.2% | +76.6% | -9.4% | -27.3% |
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