-99.9%
HCAI vs VT
+31.6%
-131.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.3% | -7.5% | -7.4% |
| 7D | +2.2% | +2.4% | -0.2% | -0.1% |
| 30D | -48.9% | -1.5% | -47.4% | -47.6% |
| 3M | -97.0% | -4.1% | -92.9% | -96.8% |
| 6M | -98.6% | +0.6% | -99.1% | -98.5% |
| YTD | -98.6% | +11.0% | -109.7% | -98.7% |
| 1Y | -99.1% | +13.3% | -112.4% | -99.1% |
| All | -99.9% | +31.6% | -131.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling