-98.3%
HSCS price history and return analytics
+106.0%
-204.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | +36.9% | -0.1% | +37.0% | +37.0% |
| 30D | +99.0% | -0.7% | +99.7% | +99.8% |
| 3M | +119.1% | +4.0% | +115.2% | +113.6% |
| 6M | +55.1% | +12.3% | +42.8% | +43.5% |
| YTD | +33.3% | +14.0% | +19.3% | +22.0% |
| 1Y | +21.2% | +20.3% | +0.9% | +7.5% |
| 3Y | -94.6% | +75.4% | -170.1% | -95.8% |
| All | -98.3% | +106.0% | -204.3% | -98.9% |
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