+385.1%
HSBC price history and return analytics
+221.4%
+163.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +2.8% | +1.0% | +1.8% | +1.9% |
| 30D | +2.9% | -0.2% | +3.2% | +3.1% |
| 3M | +16.7% | +4.5% | +12.1% | +12.3% |
| 6M | +31.3% | +14.1% | +17.3% | +17.6% |
| YTD | +40.3% | +14.8% | +25.6% | +25.4% |
| 1Y | +68.3% | +21.2% | +47.2% | +43.7% |
| 3Y | +252.1% | +76.6% | +175.6% | +120.0% |
| 5Y | +450.4% | +66.6% | +383.8% | +258.8% |
| 10Y | +385.1% | +222.3% | +162.8% | +74.1% |
| All | +385.1% | +221.4% | +163.6% | +74.1% |
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