+39.3%
HMC price history and return analytics
+57.5%
-18.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | +2.6% | -0.1% | +2.8% | +2.5% |
| 30D | +6.7% | -3.1% | +9.7% | +9.4% |
| 3M | +10.0% | -3.5% | +13.5% | +13.2% |
| 6M | +42.3% | +0.5% | +41.8% | +40.9% |
| YTD | +18.3% | +10.8% | +7.5% | +7.0% |
| 1Y | +18.3% | +11.9% | +6.4% | +6.0% |
| 3Y | +17.9% | +73.0% | -55.0% | -28.5% |
| 5Y | +39.3% | +58.6% | -19.3% | -11.0% |
| All | +39.3% | +57.5% | -18.2% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling