+38.9%
HMC price history and return analytics
+229.8%
-190.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +2.0% | +2.0% |
| 7D | -0.5% | -1.1% | +0.6% | +0.6% |
| 30D | +3.9% | -1.0% | +4.8% | +4.8% |
| 3M | +20.1% | +3.2% | +17.0% | +16.7% |
| 6M | +18.1% | +12.5% | +5.6% | +5.9% |
| YTD | +10.3% | +14.1% | -3.7% | -2.2% |
| 1Y | -4.2% | +18.9% | -23.1% | -18.3% |
| 3Y | +3.9% | +74.1% | -70.2% | -36.9% |
| 5Y | +22.4% | +66.9% | -44.4% | -23.2% |
| All | +38.9% | +229.8% | -190.9% | -55.1% |
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