+2,101.5%
HCA vs VT
+349.9%
+1,751.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.7% |
| 7D | -0.9% | -0.7% | -0.2% | -0.4% |
| 30D | +10.3% | -1.7% | +12.1% | +12.0% |
| 3M | +23.2% | -2.3% | +25.5% | +25.5% |
| 6M | +19.1% | +1.5% | +17.6% | +16.5% |
| YTD | +9.0% | +12.0% | -3.1% | -3.2% |
| 1Y | +10.2% | +12.9% | -2.7% | -2.9% |
| 3Y | +122.4% | +74.9% | +47.4% | +26.0% |
| 5Y | +116.3% | +59.9% | +56.4% | +33.6% |
| 10Y | +686.6% | +224.6% | +462.0% | +156.7% |
| All | +2,101.5% | +349.9% | +1,751.6% | +449.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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