+2,053.4%
HCA vs VCIT
+75.0%
+1,978.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.3% | -2.4% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | +12.7% | +1.9% | +10.8% | +11.1% |
| 3M | +21.3% | -1.4% | +22.7% | +22.7% |
| 6M | +15.7% | -2.1% | +17.8% | +17.7% |
| YTD | +6.6% | -1.6% | +8.2% | +8.0% |
| 1Y | +5.7% | -0.9% | +6.6% | +6.5% |
| 3Y | +119.2% | +20.0% | +99.3% | +92.2% |
| 5Y | +107.9% | +3.1% | +104.8% | +96.1% |
| 10Y | +610.7% | +28.7% | +581.9% | +553.3% |
| All | +2,053.4% | +75.0% | +1,978.4% | +2,030.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling