-48.8%
HCAT vs VOO
+20.9%
-69.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.6% |
| 7D | +6.3% | +0.1% | +6.2% | +6.1% |
| 30D | -29.3% | +0.1% | -29.3% | -29.6% |
| 3M | -12.9% | +2.0% | -14.9% | -15.7% |
| 6M | -13.3% | +13.0% | -26.4% | -29.2% |
| YTD | -29.3% | +13.6% | -42.9% | -42.4% |
| 1Y | -48.8% | +20.1% | -68.9% | -62.5% |
| All | -48.8% | +20.9% | -69.7% | -62.5% |
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