+58.2%
HCA vs VMC
+17.8%
+40.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +2.9% | -3.7% | +6.6% | +3.6% |
| 30D | +2.4% | -12.8% | +15.1% | +5.0% |
| 3M | +13.0% | -7.9% | +21.0% | +14.8% |
| 6M | -21.4% | -7.5% | -13.9% | -20.2% |
| YTD | -9.5% | -11.6% | +2.2% | -8.2% |
| 1Y | +7.5% | -14.3% | +21.8% | +9.5% |
| All | +58.2% | +17.8% | +40.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling