+94.9%
HSMV price history and return analytics
+173.7%
-78.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.6% |
| 7D | -1.6% | -1.1% | -0.5% | -0.8% |
| 30D | -3.5% | -1.0% | -2.5% | -2.8% |
| 3M | +0.8% | +3.2% | -2.3% | -1.8% |
| 6M | +3.7% | +12.5% | -8.8% | -6.0% |
| YTD | +7.0% | +14.1% | -7.1% | -4.4% |
| 1Y | +4.6% | +18.9% | -14.3% | -9.8% |
| 3Y | +31.2% | +74.1% | -42.9% | -18.5% |
| 5Y | +25.1% | +66.9% | -41.8% | -19.7% |
| All | +94.9% | +173.7% | -78.8% | -28.2% |
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 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