+21.4%
VZ vs HCA
+112.2%
-90.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.5% |
| 7D | +2.2% | +7.9% | -5.7% | +0.9% |
| 30D | +10.6% | +11.9% | -1.3% | +8.4% |
| 3M | -0.6% | +22.4% | -23.0% | -4.2% |
| 6M | +0.7% | +16.5% | -15.7% | -2.4% |
| YTD | +20.6% | +8.7% | +11.9% | +18.0% |
| 1Y | +22.7% | +6.7% | +16.1% | +20.3% |
| 3Y | +57.2% | +127.0% | -69.8% | +34.6% |
| 5Y | +21.4% | +113.9% | -92.5% | +5.2% |
| All | +21.4% | +112.2% | -90.8% | +5.2% |
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