+25.9%
VZ vs HCA
+66.8%
-40.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.7% |
| 7D | +0.2% | -2.8% | +3.0% | +0.7% |
| 30D | +7.1% | -2.7% | +9.9% | +7.6% |
| 3M | +12.8% | +11.5% | +1.3% | +10.5% |
| 6M | +1.8% | -24.3% | +26.1% | +6.4% |
| YTD | +30.0% | -13.6% | +43.6% | +32.6% |
| 1Y | +24.3% | -3.2% | +27.5% | +24.0% |
| 3Y | +84.3% | +50.4% | +33.9% | +69.5% |
| 5Y | +25.9% | +64.8% | -38.8% | +13.5% |
| All | +25.9% | +66.8% | -40.8% | +13.5% |
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