+89.6%
HST price history and return analytics
+75.6%
+14.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.8% |
| 7D | -1.3% | -0.7% | -0.6% | -0.5% |
| 30D | +13.4% | -1.7% | +15.1% | +15.5% |
| 3M | +16.7% | -2.3% | +19.0% | +19.5% |
| 6M | +24.0% | +1.5% | +22.5% | +21.4% |
| YTD | +54.0% | +12.0% | +41.9% | +34.7% |
| 1Y | +55.0% | +12.9% | +42.2% | +34.5% |
| All | +89.6% | +75.6% | +14.0% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling