-96.3%
HCAI vs VT
+36.0%
-132.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -5.2% | +1.0% | -6.2% | -5.9% |
| 30D | -4.5% | -0.2% | -4.3% | -4.3% |
| 3M | -44.3% | +4.5% | -48.8% | -46.2% |
| 6M | -27.1% | +14.1% | -41.2% | -34.3% |
| YTD | -59.7% | +14.8% | -74.5% | -63.8% |
| 1Y | -76.5% | +21.2% | -97.7% | -79.4% |
| All | -96.3% | +36.0% | -132.4% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling