+320.8%
HSIC price history and return analytics
+346.0%
-25.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.7% |
| 7D | +1.4% | -2.3% | +3.7% | +3.2% |
| 30D | +2.9% | -5.0% | +7.8% | +6.7% |
| 3M | -2.5% | -4.9% | +2.4% | +1.1% |
| 6M | +18.8% | -1.5% | +20.3% | +19.7% |
| YTD | +13.9% | +8.5% | +5.4% | +6.8% |
| 1Y | +22.8% | +11.4% | +11.4% | +13.0% |
| 3Y | +37.4% | +70.1% | -32.7% | -7.9% |
| 5Y | +7.4% | +53.7% | -46.3% | -23.3% |
| 10Y | +41.7% | +220.0% | -178.3% | -40.5% |
| All | +320.8% | +346.0% | -25.3% | +31.2% |
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