+1,645.7%
HCA price history and return analytics
+360.8%
+1,284.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -2.8% | +1.0% | -3.8% | -3.7% |
| 30D | -2.7% | -0.2% | -2.5% | -2.6% |
| 3M | +11.5% | +4.5% | +6.9% | +6.6% |
| 6M | -24.3% | +14.1% | -38.3% | -33.5% |
| YTD | -13.6% | +14.8% | -28.3% | -24.7% |
| 1Y | -3.2% | +21.2% | -24.4% | -20.1% |
| 3Y | +50.4% | +76.6% | -26.2% | -15.2% |
| 5Y | +64.8% | +66.6% | -1.8% | -1.9% |
| 10Y | +456.5% | +222.3% | +234.3% | +82.9% |
| All | +1,645.7% | +360.8% | +1,284.9% | +327.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling