+8.0%
HCA vs VTEB
+0.7%
+7.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | +6.1% | +1.2% | +4.9% | +5.6% |
| 30D | +17.4% | +4.2% | +13.3% | +15.9% |
| 3M | +24.1% | -0.5% | +24.6% | +25.7% |
| 6M | +18.8% | -0.6% | +19.4% | +20.2% |
| YTD | +9.3% | +0.3% | +9.0% | +10.3% |
| 1Y | +8.0% | +0.8% | +7.2% | +10.4% |
| All | +8.0% | +0.7% | +7.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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