+69.2%
HCMT price history and return analytics
+77.3%
-8.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.6% |
| 7D | +1.1% | -0.1% | +1.2% | +1.3% |
| 30D | -1.7% | -0.7% | -1.1% | -0.5% |
| 3M | +3.3% | +4.0% | -0.7% | -2.7% |
| 6M | +10.4% | +12.3% | -1.9% | -9.1% |
| YTD | +7.1% | +14.0% | -6.9% | -13.9% |
| 1Y | +17.2% | +20.3% | -3.1% | -14.0% |
| 3Y | +66.3% | +75.4% | -9.1% | -31.5% |
| All | +69.2% | +77.3% | -8.1% | -31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling