-46.8%
HCAT vs VOO
+13.0%
-59.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.5% |
| 7D | -10.1% | -0.9% | -9.2% | -8.9% |
| 30D | -18.3% | -2.3% | -15.9% | -15.5% |
| 3M | -18.8% | -1.2% | -17.6% | -17.3% |
| 6M | +3.6% | +3.3% | +0.3% | -1.8% |
| YTD | -40.2% | +12.3% | -52.5% | -49.8% |
| 1Y | -46.8% | +12.5% | -59.3% | -55.3% |
| All | -46.8% | +13.0% | -59.8% | -55.3% |
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