+9.0%
HCA vs VTV
+28.2%
-19.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.5% | +8.8% | +9.2% |
| 7D | +10.2% | +1.8% | +8.5% | +8.9% |
| 30D | +17.4% | +6.0% | +11.4% | +13.1% |
| 3M | +27.7% | +3.7% | +24.0% | +24.7% |
| 6M | +20.0% | +13.9% | +6.1% | +11.2% |
| YTD | +10.0% | +22.8% | -12.8% | -2.1% |
| 1Y | +9.0% | +27.9% | -18.9% | -4.4% |
| All | +9.0% | +28.2% | -19.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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