+9.0%
HCA vs VICR
+76.0%
-66.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -11.1% | +21.5% | +9.8% |
| 7D | +10.2% | -26.6% | +36.8% | +8.9% |
| 30D | +17.4% | -47.9% | +65.4% | +14.8% |
| 3M | +27.7% | -29.8% | +57.4% | +26.5% |
| 6M | +20.0% | -36.6% | +56.6% | +18.0% |
| YTD | +10.0% | +45.1% | -35.2% | +5.1% |
| 1Y | +9.0% | +80.0% | -71.0% | +4.5% |
| All | +9.0% | +76.0% | -66.9% | +4.5% |
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