-96.1%
HCAT vs VOO
+178.9%
-275.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +0.5% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | -14.7% | -3.3% | -11.4% | -10.7% |
| 3M | -12.7% | -2.4% | -10.3% | -9.8% |
| 6M | -0.7% | +2.6% | -3.3% | -4.1% |
| YTD | -36.8% | +11.3% | -48.1% | -44.9% |
| 1Y | -46.6% | +13.4% | -60.1% | -54.4% |
| 3Y | -78.1% | +80.3% | -158.4% | -89.1% |
| 5Y | -97.0% | +72.7% | -169.7% | -98.4% |
| All | -96.1% | +178.9% | -275.0% | -98.7% |
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