+34.2%
HCSG vs VT
+53.4%
-19.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | -1.0% | -2.3% | +1.3% | +1.2% |
| 30D | +16.8% | -5.0% | +21.7% | +22.1% |
| 3M | +10.1% | -4.9% | +15.0% | +14.9% |
| 6M | +10.0% | -1.5% | +11.6% | +10.7% |
| YTD | +27.0% | +8.5% | +18.5% | +16.6% |
| 1Y | +38.9% | +11.4% | +27.5% | +24.5% |
| 3Y | +147.8% | +70.1% | +77.7% | +50.1% |
| All | +34.2% | +53.4% | -19.2% | -10.1% |
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 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