-0.9%
HCA vs VICR
+272.1%
-273.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -0.8% |
| 7D | -3.1% | +0.4% | -3.5% | -3.0% |
| 30D | -1.1% | -13.9% | +12.8% | -1.5% |
| 3M | +12.2% | -38.4% | +50.6% | +11.0% |
| 6M | -25.3% | -7.2% | -18.1% | -26.9% |
| YTD | -12.9% | +72.0% | -85.0% | -15.2% |
| 1Y | -0.9% | +263.3% | -264.2% | -2.5% |
| All | -0.9% | +272.1% | -273.0% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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