-0.9%
HCA vs VSH
+118.1%
-119.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.5% | -0.7% |
| 7D | -3.1% | +4.1% | -7.1% | -2.7% |
| 30D | -1.1% | -4.2% | +3.0% | -1.3% |
| 3M | +12.2% | -50.0% | +62.1% | +8.9% |
| 6M | -25.3% | +80.2% | -105.5% | -28.8% |
| YTD | -12.9% | +121.1% | -134.0% | -16.9% |
| 1Y | -0.9% | +112.0% | -112.9% | -6.6% |
| All | -0.9% | +118.1% | -119.1% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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