-48.8%
HCAT vs VT
+23.3%
-72.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +6.3% | +0.4% | +5.8% | +5.8% |
| 30D | -29.3% | +1.0% | -30.3% | -30.2% |
| 3M | -12.9% | +2.4% | -15.3% | -15.2% |
| 6M | -13.3% | +12.0% | -25.3% | -24.1% |
| YTD | -29.3% | +15.3% | -44.6% | -42.4% |
| 1Y | -48.8% | +22.6% | -71.4% | -64.3% |
| All | -48.8% | +23.3% | -72.1% | -64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling