+1,754.0%
HCA vs VEU
+179.6%
+1,574.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.3% | +0.5% |
| 7D | +5.4% | -1.4% | +6.8% | +6.6% |
| 30D | +3.0% | -0.4% | +3.4% | +3.2% |
| 3M | +13.0% | +2.5% | +10.5% | +10.2% |
| 6M | -20.3% | +11.1% | -31.4% | -27.8% |
| YTD | -8.2% | +16.5% | -24.7% | -20.3% |
| 1Y | +6.7% | +22.9% | -16.2% | -11.5% |
| 3Y | +60.4% | +73.4% | -13.0% | -1.6% |
| 5Y | +73.4% | +56.1% | +17.3% | +15.8% |
| 10Y | +506.9% | +153.0% | +353.9% | +177.2% |
| All | +1,754.0% | +179.6% | +1,574.4% | +682.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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