+112.7%
HCA vs VLTO
+57.1%
+55.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | -0.9% | +1.5% | -2.4% | -1.4% |
| 30D | +10.3% | +20.9% | -10.6% | +3.4% |
| 3M | +23.2% | +21.4% | +1.8% | +15.2% |
| 6M | +19.1% | +37.6% | -18.4% | +6.7% |
| YTD | +9.0% | +19.5% | -10.6% | +1.9% |
| 1Y | +10.2% | +22.0% | -11.8% | +2.2% |
| 3Y | +122.4% | +70.7% | +51.7% | +98.9% |
| All | +112.7% | +57.1% | +55.7% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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