+498.2%
HCA vs VO
+200.3%
+297.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.6% |
| 7D | +5.4% | -1.5% | +6.9% | +6.9% |
| 30D | +3.0% | -3.0% | +6.0% | +5.9% |
| 3M | +13.0% | +2.8% | +10.2% | +9.9% |
| 6M | -20.3% | +10.9% | -31.2% | -28.0% |
| YTD | -8.2% | +12.5% | -20.7% | -18.5% |
| 1Y | +6.7% | +12.0% | -5.3% | -5.1% |
| 3Y | +60.4% | +56.3% | +4.1% | +0.1% |
| 5Y | +73.4% | +42.9% | +30.5% | +17.7% |
| All | +498.2% | +200.3% | +297.9% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling