+147.3%
VXUS vs HCA
+511.6%
-364.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.7% |
| 7D | -1.4% | +5.4% | -6.9% | -2.6% |
| 30D | -0.5% | +3.0% | -3.4% | -1.2% |
| 3M | +2.6% | +13.0% | -10.5% | -0.8% |
| 6M | +10.9% | -20.3% | +31.1% | +16.2% |
| YTD | +16.1% | -8.2% | +24.4% | +17.4% |
| 1Y | +22.3% | +6.7% | +15.6% | +18.8% |
| 3Y | +72.0% | +60.4% | +11.6% | +48.3% |
| 5Y | +54.1% | +73.4% | -19.3% | +27.1% |
| All | +147.3% | +511.6% | -364.3% | +48.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling