+72.8%
HCA vs VSH
+74.2%
-1.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.1% | -4.8% | +0.9% |
| 7D | +5.4% | +4.8% | +0.7% | +5.0% |
| 30D | +3.0% | -0.7% | +3.7% | +2.9% |
| 3M | +13.0% | -43.1% | +56.1% | +18.2% |
| 6M | -20.3% | +91.8% | -112.0% | -31.3% |
| YTD | -8.2% | +131.6% | -139.9% | -23.8% |
| 1Y | +6.7% | +118.1% | -111.4% | -11.1% |
| 3Y | +60.4% | +40.9% | +19.5% | +47.0% |
| All | +72.8% | +74.2% | -1.4% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling