+1,731.8%
HCA vs VOO
+668.5%
+1,063.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.3% |
| 7D | +4.9% | -0.4% | +5.3% | +5.3% |
| 30D | +1.9% | -1.4% | +3.3% | +3.1% |
| 3M | +12.7% | +3.7% | +9.0% | +8.7% |
| 6M | -22.3% | +13.0% | -35.4% | -31.1% |
| YTD | -9.3% | +12.4% | -21.8% | -19.4% |
| 1Y | +2.7% | +18.6% | -15.9% | -13.4% |
| 3Y | +57.8% | +78.1% | -20.2% | -13.1% |
| 5Y | +70.3% | +82.3% | -11.9% | -8.7% |
| 10Y | +499.7% | +322.5% | +177.1% | +41.5% |
| All | +1,731.8% | +668.5% | +1,063.3% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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