+471.5%
HCA vs VCIT
+29.4%
+442.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -2.7% | -0.8% | -2.0% | -2.0% |
| 3M | +11.5% | -0.5% | +12.0% | +12.1% |
| 6M | -24.3% | -1.4% | -22.9% | -23.2% |
| YTD | -13.6% | -0.8% | -12.8% | -12.9% |
| 1Y | -3.2% | +0.3% | -3.5% | -3.6% |
| 3Y | +50.4% | +19.2% | +31.2% | +25.0% |
| 5Y | +64.8% | +3.6% | +61.2% | +55.5% |
| All | +471.5% | +29.4% | +442.1% | +419.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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