-95.3%
HCWC price history and return analytics
+42.8%
-138.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.8% | -0.5% | +24.3% | +24.1% |
| 7D | +16.8% | +1.0% | +15.8% | +15.8% |
| 30D | -17.2% | -0.2% | -17.0% | -17.2% |
| 3M | -10.4% | +4.5% | -14.9% | -12.6% |
| 6M | -4.5% | +14.1% | -18.6% | -11.8% |
| YTD | -1.1% | +14.8% | -15.8% | -8.3% |
| 1Y | -42.3% | +21.2% | -63.5% | -46.9% |
| All | -95.3% | +42.8% | -138.1% | -96.3% |
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 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