-98.3%
HSCS price history and return analytics
+107.3%
-205.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.5% | +9.9% | +9.6% |
| 7D | +30.8% | +1.0% | +29.8% | +30.2% |
| 30D | +102.0% | -0.2% | +102.2% | +102.4% |
| 3M | +121.7% | +4.5% | +117.2% | +115.6% |
| 6M | +54.5% | +14.1% | +40.5% | +41.8% |
| YTD | +32.0% | +14.8% | +17.3% | +20.4% |
| 1Y | +22.7% | +21.2% | +1.5% | +8.5% |
| 3Y | -94.7% | +76.6% | -171.3% | -95.9% |
| All | -98.3% | +107.3% | -205.6% | -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 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