+1,731.8%
HCA vs VRSN
+784.9%
+946.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +4.3% |
| 7D | +4.9% | -1.0% | +6.0% | +5.3% |
| 30D | +1.9% | -1.9% | +3.8% | +2.5% |
| 3M | +12.7% | +1.4% | +11.4% | +11.7% |
| 6M | -22.3% | +19.0% | -41.4% | -27.8% |
| YTD | -9.3% | +19.2% | -28.5% | -16.1% |
| 1Y | +2.7% | +1.7% | +1.0% | +0.6% |
| 3Y | +57.8% | +41.4% | +16.4% | +33.3% |
| 5Y | +70.3% | +31.7% | +38.7% | +45.6% |
| 10Y | +499.7% | +290.3% | +209.4% | +237.3% |
| All | +1,731.8% | +784.9% | +946.9% | +573.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 all: compounded portfolio wealth divided by compounded VRSN 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…
all analysis · Full analysis span regression · 6 months rolling