+1,731.8%
HCA vs VSH
+130.2%
+1,601.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.8% |
| 7D | +4.9% | +3.5% | +1.4% | +4.0% |
| 30D | +1.9% | -4.4% | +6.3% | +2.6% |
| 3M | +12.7% | -45.8% | +58.6% | +27.3% |
| 6M | -22.3% | +90.1% | -112.5% | -41.1% |
| YTD | -9.3% | +120.3% | -129.7% | -34.9% |
| 1Y | +2.7% | +112.2% | -109.5% | -26.3% |
| 3Y | +57.8% | +36.6% | +21.2% | +23.0% |
| 5Y | +70.3% | +67.0% | +3.3% | +19.8% |
| 10Y | +499.7% | +179.5% | +320.2% | +233.3% |
| All | +1,731.8% | +130.2% | +1,601.5% | +903.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling