+204.3%
HSCZ price history and return analytics
+222.7%
-18.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.5% |
| 7D | -1.6% | -0.1% | -1.4% | -1.4% |
| 30D | -1.7% | -0.7% | -1.0% | -1.1% |
| 3M | +2.3% | +4.0% | -1.7% | -0.9% |
| 6M | +8.4% | +12.3% | -3.9% | -1.2% |
| YTD | +12.3% | +14.0% | -1.8% | +1.1% |
| 1Y | +19.2% | +20.3% | -1.1% | +2.8% |
| 3Y | +67.4% | +75.4% | -8.0% | +6.9% |
| 5Y | +62.7% | +66.0% | -3.2% | +7.9% |
| 10Y | +204.3% | +228.2% | -23.8% | +27.5% |
| All | +204.3% | +222.7% | -18.3% | +27.5% |
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