+190.9%
HSCZ price history and return analytics
+207.2%
-16.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.3% | -2.3% | +1.0% | +0.4% |
| 30D | -3.0% | -5.0% | +2.0% | +0.8% |
| 3M | -3.8% | -4.9% | +1.1% | -0.1% |
| 6M | +0.3% | -1.5% | +1.8% | +1.3% |
| YTD | +9.5% | +8.5% | +1.0% | +2.5% |
| 1Y | +15.0% | +11.4% | +3.6% | +5.5% |
| 3Y | +67.7% | +70.1% | -2.4% | +10.4% |
| 5Y | +58.0% | +53.7% | +4.3% | +11.9% |
| 10Y | +193.7% | +220.0% | -26.3% | +20.7% |
| All | +190.9% | +207.2% | -16.3% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling