-60.3%
HCAI vs VOO
+13.4%
-73.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.8% | -14.4% | -14.2% |
| 7D | -47.4% | -0.8% | -46.6% | -47.0% |
| 30D | -53.2% | -1.1% | -52.2% | -52.7% |
| 3M | -75.9% | +3.9% | -79.8% | -75.9% |
| 6M | -60.3% | +13.6% | -73.9% | -65.0% |
| All | -60.3% | +13.4% | -73.7% | -65.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling