-20.3%
HCA vs VNQ
+3.8%
-24.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.9% |
| 7D | +5.4% | -1.3% | +6.7% | +6.3% |
| 30D | +3.0% | -2.6% | +5.6% | +4.7% |
| 3M | +13.0% | -2.0% | +15.0% | +14.5% |
| 6M | -20.3% | +4.3% | -24.6% | -22.2% |
| All | -20.3% | +3.8% | -24.1% | -22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling