+2.7%
HCA vs VCIT
+0.1%
+2.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +4.9% | -0.2% | +5.1% | +5.0% |
| 30D | +1.9% | -0.5% | +2.4% | +2.3% |
| 3M | +12.7% | -0.9% | +13.7% | +13.6% |
| 6M | -22.3% | -1.9% | -20.4% | -21.0% |
| YTD | -9.3% | -1.0% | -8.4% | -8.2% |
| 1Y | +2.7% | +0.2% | +2.5% | +5.4% |
| All | +2.7% | +0.1% | +2.6% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling