+72.8%
HCA vs VIG
+63.0%
+9.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.7% |
| 7D | +5.4% | -1.1% | +6.5% | +6.5% |
| 30D | +3.0% | -2.7% | +5.7% | +5.8% |
| 3M | +13.0% | +2.5% | +10.5% | +10.5% |
| 6M | -20.3% | +9.2% | -29.5% | -26.6% |
| YTD | -8.2% | +9.8% | -18.1% | -16.2% |
| 1Y | +6.7% | +12.4% | -5.7% | -4.8% |
| 3Y | +60.4% | +55.9% | +4.5% | -0.9% |
| All | +72.8% | +63.0% | +9.8% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling