-15.9%
HCSG price history and return analytics
+223.7%
-239.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -0.4% |
| 7D | -3.8% | +0.4% | -4.2% | -4.1% |
| 30D | +20.3% | -2.6% | +22.9% | +23.2% |
| 3M | +11.5% | -3.2% | +14.7% | +14.7% |
| 6M | +7.5% | +0.9% | +6.5% | +5.7% |
| YTD | +29.6% | +11.3% | +18.3% | +15.8% |
| 1Y | +43.6% | +14.0% | +29.6% | +25.4% |
| 3Y | +161.4% | +75.8% | +85.6% | +49.6% |
| 5Y | +37.9% | +57.8% | -19.9% | -12.6% |
| 10Y | -15.9% | +219.8% | -235.7% | -74.2% |
| All | -15.9% | +223.7% | -239.6% | -74.2% |
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 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