+72.8%
HCA price history and return analytics
+65.7%
+7.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.8% |
| 7D | +5.4% | -1.1% | +6.5% | +6.2% |
| 30D | +3.0% | -1.0% | +4.0% | +3.6% |
| 3M | +13.0% | +3.2% | +9.9% | +10.3% |
| 6M | -20.3% | +12.5% | -32.7% | -27.2% |
| YTD | -8.2% | +14.1% | -22.3% | -17.3% |
| 1Y | +6.7% | +18.9% | -12.2% | -7.0% |
| 3Y | +60.4% | +74.1% | -13.7% | -0.8% |
| All | +72.8% | +65.7% | +7.1% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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