+8.7%
HECA price history and return analytics
+23.5%
-14.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.3% | +2.4% | -2.1% | -0.6% |
| 30D | -1.3% | -1.5% | +0.2% | -0.7% |
| 3M | -4.2% | -4.1% | -0.1% | -2.6% |
| 6M | -4.5% | +0.6% | -5.0% | -4.9% |
| YTD | -3.6% | +11.0% | -14.7% | -8.7% |
| 1Y | -3.1% | +13.3% | -16.5% | -10.0% |
| All | +8.7% | +23.5% | -14.8% | -5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling