-99.8%
HCWB price history and return analytics
+75.4%
-175.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.5% | -14.1% | -14.4% |
| 7D | -27.2% | +1.0% | -28.3% | -27.6% |
| 30D | -26.4% | -0.2% | -26.2% | -26.2% |
| 3M | -71.1% | +4.5% | -75.7% | -71.6% |
| 6M | -32.5% | +14.1% | -46.6% | -36.8% |
| YTD | -56.9% | +14.8% | -71.7% | -59.8% |
| 1Y | -89.0% | +21.2% | -110.2% | -90.0% |
| 3Y | -99.5% | +76.6% | -176.1% | -99.6% |
| 5Y | -99.8% | +66.6% | -166.4% | -99.8% |
| All | -99.8% | +75.4% | -175.2% | -99.9% |
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