-95.7%
HCAT vs VOO
+183.1%
-278.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.3% |
| 7D | -0.6% | +0.5% | -1.1% | -1.3% |
| 30D | -1.7% | -0.9% | -0.8% | -0.7% |
| 3M | -2.6% | +3.9% | -6.5% | -7.5% |
| 6M | -12.8% | +14.5% | -27.4% | -27.3% |
| YTD | -28.9% | +13.0% | -41.8% | -39.3% |
| 1Y | -49.7% | +19.4% | -69.1% | -59.7% |
| 3Y | -85.4% | +78.9% | -164.3% | -92.6% |
| 5Y | -96.9% | +82.3% | -179.1% | -98.4% |
| All | -95.7% | +183.1% | -278.7% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling