+14.9%
VTI vs HCA
+11.2%
+3.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.3% | -8.8% | +1.2% |
| 7D | -0.6% | +10.2% | -10.8% | -0.9% |
| 30D | -1.0% | +17.4% | -18.4% | -1.5% |
| 3M | -0.8% | +27.7% | -28.5% | -1.5% |
| 6M | +7.1% | +20.0% | -13.0% | +7.0% |
| YTD | +13.4% | +10.0% | +3.4% | +13.6% |
| 1Y | +14.9% | +9.0% | +5.9% | +15.0% |
| All | +14.9% | +11.2% | +3.7% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling