+204.0%
HSCZ price history and return analytics
+221.8%
-17.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +3.3% | +2.4% | +0.9% | +1.4% |
| 30D | +0.8% | -1.5% | +2.3% | +1.9% |
| 3M | -1.9% | -4.1% | +2.2% | +1.2% |
| 6M | +3.1% | +0.6% | +2.6% | +2.4% |
| YTD | +13.1% | +11.0% | +2.1% | +3.8% |
| 1Y | +17.1% | +13.3% | +3.8% | +5.8% |
| 3Y | +72.6% | +73.4% | -0.8% | +10.8% |
| 5Y | +63.4% | +57.4% | +6.0% | +12.8% |
| All | +204.0% | +221.8% | -17.8% | +27.7% |
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