+1,729.1%
HCA vs VICR
+1,102.2%
+626.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.0% | +0.2% |
| 7D | +2.9% | -0.4% | +3.3% | +2.9% |
| 30D | +2.4% | -15.6% | +17.9% | +3.9% |
| 3M | +13.0% | -35.4% | +48.4% | +16.4% |
| 6M | -21.4% | +1.3% | -22.7% | -25.1% |
| YTD | -9.5% | +62.5% | -71.9% | -19.5% |
| 1Y | +7.5% | +255.5% | -247.9% | -14.9% |
| 3Y | +57.6% | +182.0% | -124.4% | +21.0% |
| 5Y | +71.1% | +42.9% | +28.2% | +35.2% |
| 10Y | +498.8% | +1,494.0% | -995.2% | +197.9% |
| All | +1,729.1% | +1,102.2% | +626.9% | +862.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling