+1,754.0%
HCA vs VTV
+488.2%
+1,265.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.1% |
| 3M | +13.0% | +4.6% | +8.4% | +7.8% |
| 6M | -20.3% | +13.5% | -33.8% | -30.2% |
| YTD | -8.2% | +18.5% | -26.7% | -23.4% |
| 1Y | +6.7% | +22.9% | -16.2% | -14.4% |
| 3Y | +60.4% | +67.8% | -7.5% | -8.8% |
| 5Y | +73.4% | +81.8% | -8.4% | -8.4% |
| 10Y | +506.9% | +233.0% | +273.9% | +80.2% |
| All | +1,754.0% | +488.2% | +1,265.7% | +212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling