+13.1%
HSIC price history and return analytics
+57.4%
-44.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +1.1% |
| 7D | +2.1% | +0.4% | +1.7% | +1.9% |
| 30D | +5.2% | -2.6% | +7.8% | +7.0% |
| 3M | +0.3% | -3.2% | +3.6% | +2.5% |
| 6M | +24.8% | +0.9% | +23.9% | +23.7% |
| YTD | +17.0% | +11.3% | +5.7% | +8.5% |
| 1Y | +23.0% | +14.0% | +9.0% | +12.2% |
| 3Y | +42.2% | +75.8% | -33.6% | -3.2% |
| 5Y | +13.1% | +57.8% | -44.7% | -16.9% |
| All | +13.1% | +57.4% | -44.2% | -16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling