-99.9%
HCAI vs VT
+32.0%
-131.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -3.9% |
| 7D | +8.0% | +2.9% | +5.2% | +5.0% |
| 30D | -47.4% | -2.5% | -44.9% | -45.6% |
| 3M | -96.8% | -3.3% | -93.4% | -96.6% |
| 6M | -98.6% | +1.5% | -100.1% | -98.5% |
| YTD | -98.5% | +11.4% | -109.9% | -98.6% |
| 1Y | -99.1% | +11.9% | -111.0% | -99.1% |
| All | -99.9% | +32.0% | -131.9% | -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 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