+184.1%
VZ vs HCA
+2,083.8%
-1,899.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.5% |
| 7D | +2.2% | +7.9% | -5.7% | +1.1% |
| 30D | +10.6% | +11.9% | -1.3% | +8.7% |
| 3M | -0.6% | +22.4% | -23.0% | -3.7% |
| 6M | +0.7% | +16.5% | -15.7% | -1.8% |
| YTD | +20.6% | +8.7% | +11.9% | +18.4% |
| 1Y | +22.7% | +6.7% | +16.1% | +20.8% |
| 3Y | +57.2% | +127.0% | -69.8% | +38.2% |
| 5Y | +21.4% | +113.9% | -92.5% | +6.4% |
| 10Y | +65.5% | +656.7% | -591.2% | +20.4% |
| All | +184.1% | +2,083.8% | -1,899.7% | +71.6% |
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