-11.5%
HCSG vs VT
+66.2%
-77.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.8% | +0.4% | -3.2% | -3.2% |
| 30D | -4.5% | +1.0% | -5.4% | -5.3% |
| 3M | +6.7% | +2.4% | +4.3% | +4.1% |
| 6M | +2.4% | +12.0% | -9.6% | -8.2% |
| YTD | +14.1% | +15.3% | -1.2% | -0.5% |
| 1Y | +38.5% | +22.6% | +16.0% | +14.2% |
| 3Y | +85.9% | +74.7% | +11.2% | +10.9% |
| All | -11.5% | +66.2% | -77.6% | -46.3% |
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 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