+72.8%
HCA vs VTV
+80.6%
-7.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.6% |
| 7D | +5.4% | -1.1% | +6.5% | +6.6% |
| 30D | +3.0% | -1.0% | +4.0% | +4.0% |
| 3M | +13.0% | +4.6% | +8.4% | +8.1% |
| 6M | -20.3% | +13.5% | -33.8% | -29.7% |
| YTD | -8.2% | +18.5% | -26.7% | -22.7% |
| 1Y | +6.7% | +22.9% | -16.2% | -13.5% |
| 3Y | +60.4% | +67.8% | -7.5% | -10.1% |
| All | +72.8% | +80.6% | -7.8% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling