+297.9%
HSBC price history and return analytics
+224.4%
+73.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.6% |
| 7D | +1.5% | -0.7% | +2.2% | +2.1% |
| 30D | -3.8% | -1.7% | -2.1% | -2.4% |
| 3M | -11.7% | -2.3% | -9.4% | -9.9% |
| 6M | +1.2% | +1.5% | -0.3% | 0.0% |
| YTD | +19.8% | +12.0% | +7.7% | +9.3% |
| 1Y | +29.9% | +12.9% | +17.1% | +17.8% |
| 3Y | +196.1% | +74.9% | +121.2% | +86.9% |
| 5Y | +322.9% | +59.9% | +263.0% | +185.5% |
| 10Y | +297.9% | +224.6% | +73.3% | +32.8% |
| All | +297.9% | +224.4% | +73.5% | +32.8% |
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