-2.3%
HSTM price history and return analytics
+66.2%
-68.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -3.2% | +1.0% | -4.2% | -3.7% |
| 30D | +0.1% | -0.2% | +0.4% | +0.2% |
| 3M | +12.1% | +4.5% | +7.6% | +9.2% |
| 6M | +29.6% | +14.1% | +15.6% | +19.8% |
| YTD | +25.0% | +14.8% | +10.3% | +14.9% |
| 1Y | +2.8% | +21.2% | -18.4% | -8.6% |
| 3Y | +38.8% | +76.6% | -37.8% | -1.1% |
| 5Y | -2.3% | +66.6% | -68.9% | -27.7% |
| All | -2.3% | +66.2% | -68.5% | -27.7% |
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