+182.3%
VXUS vs HCA
+1,648.5%
-1,466.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +1.0% | -3.1% | +4.1% | +1.7% |
| 30D | +2.2% | -1.1% | +3.3% | +2.4% |
| 3M | +3.0% | +12.2% | -9.2% | -0.2% |
| 6M | +10.7% | -25.3% | +36.0% | +17.5% |
| YTD | +17.8% | -12.9% | +30.8% | +20.5% |
| 1Y | +27.6% | -0.9% | +28.5% | +26.2% |
| 3Y | +73.3% | +47.6% | +25.7% | +53.5% |
| 5Y | +54.3% | +67.0% | -12.6% | +29.8% |
| 10Y | +149.8% | +471.4% | -321.6% | +49.6% |
| All | +182.3% | +1,648.5% | -1,466.3% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling