+1,729.1%
HCA vs VTR
+193.3%
+1,535.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | +2.9% | -1.8% | +4.7% | +3.7% |
| 30D | +2.4% | +4.0% | -1.6% | +0.7% |
| 3M | +13.0% | +7.8% | +5.2% | +9.2% |
| 6M | -21.4% | +6.4% | -27.7% | -23.8% |
| YTD | -9.5% | +18.3% | -27.8% | -16.2% |
| 1Y | +7.5% | +33.9% | -26.4% | -5.6% |
| 3Y | +57.6% | +134.3% | -76.7% | +7.6% |
| 5Y | +71.1% | +90.3% | -19.1% | +25.5% |
| 10Y | +498.8% | +100.1% | +398.7% | +261.9% |
| All | +1,729.1% | +193.3% | +1,535.8% | +685.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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