+9.0%
HCA vs VSXY
+210.1%
-201.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +8.4% | +2.0% | +10.3% |
| 7D | +10.2% | +14.2% | -4.0% | +10.2% |
| 30D | +17.4% | +21.9% | -4.4% | +17.5% |
| 3M | +27.7% | +22.1% | +5.5% | +27.9% |
| 6M | +20.0% | +116.7% | -96.7% | +20.6% |
| YTD | +10.0% | +101.1% | -91.2% | +8.6% |
| 1Y | +9.0% | +208.0% | -199.0% | +4.6% |
| All | +9.0% | +210.1% | -201.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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