-13.9%
HCSG vs VT
+214.8%
-228.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.3% | -1.5% |
| 7D | +1.7% | -4.2% | +5.9% | +6.0% |
| 30D | +18.8% | -5.8% | +24.6% | +25.6% |
| 3M | +9.9% | -5.2% | +15.2% | +15.5% |
| 6M | +15.6% | +0.1% | +15.4% | +14.5% |
| YTD | +31.3% | +8.2% | +23.1% | +20.5% |
| 1Y | +39.6% | +10.1% | +29.5% | +26.0% |
| 3Y | +150.1% | +69.7% | +80.4% | +48.2% |
| 5Y | +36.4% | +53.4% | -16.9% | -11.1% |
| All | -13.9% | +214.8% | -228.7% | -73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling