+41.2%
HSIC price history and return analytics
+222.7%
-181.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -2.7% | -0.1% | -2.5% | -2.6% |
| 30D | -0.1% | -0.7% | +0.5% | +0.4% |
| 3M | +9.9% | +4.0% | +5.9% | +6.4% |
| 6M | +12.6% | +12.3% | +0.3% | +2.3% |
| YTD | +16.4% | +14.0% | +2.4% | +4.5% |
| 1Y | +30.0% | +20.3% | +9.7% | +11.6% |
| 3Y | +19.1% | +75.4% | -56.4% | -25.1% |
| 5Y | +13.1% | +66.0% | -52.8% | -26.2% |
| 10Y | +41.2% | +228.2% | -187.0% | -47.8% |
| All | +41.2% | +222.7% | -181.5% | -47.8% |
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