-47.0%
HCAT vs VOO
+12.4%
-59.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +0.1% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | -14.7% | -3.3% | -11.4% | -10.5% |
| 3M | -12.7% | -2.4% | -10.3% | -9.6% |
| 6M | -0.7% | +2.6% | -3.3% | -5.0% |
| YTD | -36.8% | +11.3% | -48.1% | -46.3% |
| All | -47.0% | +12.4% | -59.4% | -55.4% |
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