-16.8%
HCSG vs VT
+215.5%
-232.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | -1.0% | -2.3% | +1.3% | +1.3% |
| 30D | +16.8% | -5.0% | +21.7% | +22.4% |
| 3M | +10.1% | -4.9% | +15.0% | +15.2% |
| 6M | +10.0% | -1.5% | +11.6% | +10.8% |
| YTD | +27.0% | +8.5% | +18.5% | +16.3% |
| 1Y | +38.9% | +11.4% | +27.5% | +24.0% |
| 3Y | +147.8% | +70.1% | +77.7% | +46.4% |
| 5Y | +31.9% | +53.7% | -21.8% | -14.3% |
| All | -16.8% | +215.5% | -232.3% | -74.0% |
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