-0.9%
HCA vs VG
+14.1%
-15.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.1% |
| 7D | -3.1% | +1.7% | -4.8% | -3.0% |
| 30D | -1.1% | +16.0% | -17.1% | -0.1% |
| 3M | +12.2% | +9.7% | +2.4% | +13.3% |
| 6M | -25.3% | +29.6% | -54.9% | -23.9% |
| YTD | -12.9% | +112.0% | -125.0% | -11.3% |
| 1Y | -0.9% | +12.8% | -13.7% | +0.4% |
| All | -0.9% | +14.1% | -15.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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