+9.0%
HCA vs VG
+47.2%
-38.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -7.7% | +18.0% | +9.8% |
| 7D | +10.2% | -16.4% | +26.6% | +9.1% |
| 30D | +17.4% | -10.8% | +28.2% | +16.8% |
| 3M | +27.7% | -6.3% | +34.0% | +27.7% |
| 6M | +20.0% | -12.5% | +32.5% | +20.2% |
| YTD | +10.0% | +76.9% | -66.9% | +9.8% |
| 1Y | +9.0% | +51.8% | -42.8% | +7.9% |
| All | +9.0% | +47.2% | -38.2% | +7.9% |
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