+60.4%
HCA vs VSXY
+352.7%
-292.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +1.3% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +3.0% | -18.7% | +21.7% | +3.4% |
| 3M | +13.0% | -4.0% | +17.0% | +13.0% |
| 6M | -20.3% | +67.5% | -87.7% | -21.8% |
| YTD | -8.2% | +39.7% | -47.9% | -9.8% |
| 1Y | +6.7% | +180.0% | -173.3% | +1.7% |
| 3Y | +60.4% | +337.3% | -276.9% | +38.5% |
| All | +60.4% | +352.7% | -292.3% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling