+982.0%
HSTM price history and return analytics
+360.7%
+621.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -0.1% |
| 7D | -11.1% | -0.7% | -10.4% | -10.6% |
| 30D | -13.7% | -1.7% | -11.9% | -12.8% |
| 3M | +2.0% | -2.3% | +4.3% | +3.3% |
| 6M | +25.3% | +1.5% | +23.7% | +23.8% |
| YTD | +25.7% | +12.0% | +13.7% | +17.1% |
| 1Y | +15.3% | +12.9% | +2.5% | +6.9% |
| 3Y | +16.7% | +74.9% | -58.2% | -16.2% |
| 5Y | +7.5% | +59.9% | -52.4% | -19.3% |
| 10Y | +19.5% | +224.6% | -205.1% | -39.7% |
| All | +982.0% | +360.7% | +621.3% | +352.4% |
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