-100.0%
HCTI vs VT
+73.1%
-173.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | 0.0% | -7.8% | -7.8% |
| 7D | -6.3% | +0.4% | -6.7% | -6.7% |
| 30D | -26.8% | +1.0% | -27.7% | -27.4% |
| 3M | -67.3% | +2.4% | -69.7% | -68.4% |
| 6M | -70.4% | +12.0% | -82.4% | -74.3% |
| YTD | -97.9% | +15.3% | -113.3% | -98.3% |
| 1Y | -99.4% | +22.6% | -121.9% | -99.5% |
| 3Y | -100.0% | +74.7% | -174.7% | -100.0% |
| All | -100.0% | +73.1% | -173.1% | -100.0% |
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 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