-95.7%
HCAT vs VT
+143.6%
-239.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.1% |
| 7D | +6.3% | +0.4% | +5.8% | +5.6% |
| 30D | -29.3% | +1.0% | -30.3% | -30.6% |
| 3M | -12.9% | +2.4% | -15.3% | -16.3% |
| 6M | -13.3% | +12.0% | -25.3% | -27.1% |
| YTD | -29.3% | +15.3% | -44.6% | -42.7% |
| 1Y | -48.8% | +22.6% | -71.4% | -61.6% |
| 3Y | -85.6% | +74.7% | -160.3% | -93.0% |
| 5Y | -96.9% | +66.1% | -163.0% | -98.4% |
| All | -95.7% | +143.6% | -239.3% | -98.5% |
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