-99.1%
HCAI vs VOO
+9.9%
-109.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -4.4% | +13.1% | +14.1% |
| 7D | -12.5% | -4.7% | -7.8% | -7.0% |
| 30D | -69.9% | -5.9% | -64.0% | -67.3% |
| 3M | -96.9% | -4.5% | -92.4% | -96.6% |
| 6M | -99.1% | +1.9% | -101.0% | -99.1% |
| YTD | -98.6% | +8.4% | -107.0% | -98.8% |
| 1Y | -99.1% | +9.5% | -108.6% | -99.2% |
| All | -99.1% | +9.9% | -109.0% | -99.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling