+652.7%
HCA vs VCIT
+31.2%
+621.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.3% |
| 7D | -1.3% | -1.4% | 0.0% | +0.1% |
| 30D | +8.7% | +0.8% | +7.9% | +7.8% |
| 3M | +21.0% | -1.7% | +22.7% | +23.3% |
| 6M | +17.0% | -2.1% | +19.0% | +19.6% |
| YTD | +7.8% | -2.0% | +9.8% | +10.2% |
| 1Y | +6.4% | -1.5% | +7.9% | +8.1% |
| 3Y | +120.0% | +19.0% | +101.0% | +84.3% |
| 5Y | +112.9% | +3.8% | +109.1% | +100.4% |
| All | +652.7% | +31.2% | +621.4% | +572.2% |
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