+2,101.5%
HCA vs VCIT
+75.5%
+2,026.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.9% | -0.5% | -0.4% | -0.5% |
| 30D | +10.3% | +1.5% | +8.9% | +9.2% |
| 3M | +23.2% | -1.0% | +24.2% | +24.2% |
| 6M | +19.1% | -1.7% | +20.8% | +20.7% |
| YTD | +9.0% | -1.4% | +10.3% | +10.2% |
| 1Y | +10.2% | -0.9% | +11.1% | +11.0% |
| 3Y | +122.4% | +19.8% | +102.6% | +95.1% |
| 5Y | +116.3% | +4.6% | +111.7% | +102.5% |
| 10Y | +686.6% | +31.5% | +655.1% | +623.8% |
| All | +2,101.5% | +75.5% | +2,026.0% | +2,073.1% |
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