+43.9%
HSIC price history and return analytics
+224.4%
-180.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.2% |
| 7D | +0.2% | -0.7% | +0.9% | +0.7% |
| 30D | +5.0% | -1.7% | +6.7% | +6.4% |
| 3M | -0.9% | -2.3% | +1.5% | +0.9% |
| 6M | +28.2% | +1.5% | +26.6% | +26.1% |
| YTD | +17.0% | +12.0% | +4.9% | +6.4% |
| 1Y | +20.8% | +12.9% | +7.9% | +9.1% |
| 3Y | +38.0% | +74.9% | -36.9% | -13.0% |
| 5Y | +12.7% | +59.9% | -47.2% | -24.1% |
| 10Y | +43.9% | +224.6% | -180.7% | -42.9% |
| All | +43.9% | +224.4% | -180.4% | -42.9% |
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 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