+82.2%
IVV vs HCA
+66.8%
+15.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.5% | -2.8% | +3.3% | +1.1% |
| 30D | -1.0% | -2.7% | +1.8% | -0.4% |
| 3M | +3.9% | +11.5% | -7.6% | +0.9% |
| 6M | +14.5% | -24.3% | +38.8% | +21.5% |
| YTD | +12.9% | -13.6% | +26.5% | +15.6% |
| 1Y | +19.4% | -3.2% | +22.6% | +18.4% |
| 3Y | +78.8% | +50.4% | +28.4% | +53.2% |
| 5Y | +82.2% | +64.8% | +17.4% | +43.4% |
| All | +82.2% | +66.8% | +15.4% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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