-79.8%
HCAT vs VOO
+75.5%
-155.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -3.1% |
| 7D | -13.6% | -2.7% | -10.9% | -9.7% |
| 30D | -17.0% | -5.4% | -11.7% | -9.4% |
| 3M | -36.8% | -4.1% | -32.7% | -32.7% |
| 6M | -7.0% | +0.7% | -7.8% | -8.9% |
| YTD | -38.9% | +8.7% | -47.6% | -47.0% |
| 1Y | -50.7% | +11.0% | -61.6% | -58.5% |
| 3Y | -79.8% | +75.5% | -155.3% | -93.6% |
| All | -79.8% | +75.5% | -155.3% | -93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling