+25.0%
HSMV price history and return analytics
+63.7%
-38.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.2% |
| 7D | -1.7% | -2.0% | +0.3% | -0.3% |
| 30D | -3.3% | -1.4% | -1.9% | -2.4% |
| 3M | +0.9% | +4.7% | -3.8% | -2.7% |
| 6M | +3.0% | +11.4% | -8.3% | -5.4% |
| YTD | +6.9% | +13.1% | -6.2% | -3.2% |
| 1Y | +5.8% | +19.0% | -13.2% | -8.1% |
| 3Y | +31.3% | +73.9% | -42.7% | -16.6% |
| 5Y | +25.0% | +65.4% | -40.4% | -18.1% |
| All | +25.0% | +63.7% | -38.7% | -18.1% |
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