+8.7%
HCA vs VNQ
+13.7%
-5.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.2% | +7.2% | +8.3% |
| 7D | +10.2% | +6.8% | +3.5% | +6.4% |
| 30D | +17.4% | +10.0% | +7.5% | +11.7% |
| 3M | +27.7% | 0.0% | +27.7% | +27.4% |
| 6M | +20.0% | +4.5% | +15.5% | +17.7% |
| YTD | +10.0% | +13.9% | -4.0% | +3.7% |
| All | +8.7% | +13.7% | -5.0% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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