+75.0%
VTI vs HCA
+71.9%
+3.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.5% |
| 7D | -0.9% | +5.4% | -6.3% | -2.1% |
| 30D | -1.4% | +3.0% | -4.4% | -2.2% |
| 3M | +3.6% | +13.0% | -9.4% | +0.3% |
| 6M | +13.6% | -20.3% | +33.9% | +19.4% |
| YTD | +12.9% | -8.2% | +21.1% | +14.2% |
| 1Y | +17.2% | +6.7% | +10.5% | +13.6% |
| 3Y | +75.7% | +60.4% | +15.3% | +47.5% |
| All | +75.0% | +71.9% | +3.1% | +36.0% |
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 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