-97.0%
HCAT vs VT
+60.6%
-157.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.7% | +8.7% | +7.5% |
| 7D | -11.7% | -0.3% | -11.4% | -10.9% |
| 30D | -9.7% | -1.4% | -8.2% | -7.1% |
| 3M | -30.3% | -1.4% | -28.9% | -28.9% |
| 6M | +1.3% | +5.5% | -4.2% | -9.5% |
| YTD | -33.5% | +12.8% | -46.3% | -47.9% |
| 1Y | -47.5% | +15.4% | -63.0% | -60.5% |
| 3Y | -79.1% | +76.9% | -155.9% | -92.8% |
| 5Y | -97.0% | +60.4% | -157.4% | -98.7% |
| All | -97.0% | +60.6% | -157.6% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling