+72.6%
VZ vs HCA
+675.7%
-603.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | +0.8% | +0.6% | +1.3% |
| 30D | +4.4% | +6.1% | -1.7% | +3.3% |
| 3M | -2.4% | +21.4% | -23.8% | -5.6% |
| 6M | +1.4% | +17.2% | -15.8% | -1.6% |
| YTD | +21.4% | +7.5% | +13.9% | +19.2% |
| 1Y | +20.3% | +6.2% | +14.1% | +18.2% |
| 3Y | +57.4% | +122.0% | -64.6% | +36.7% |
| 5Y | +21.9% | +112.2% | -90.2% | +5.4% |
| All | +72.6% | +675.7% | -603.1% | +25.7% |
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 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