+1,379.7%
HCC vs VOO
+280.5%
+1,099.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.7% | -4.6% |
| 7D | -6.4% | -0.8% | -5.6% | -5.8% |
| 30D | +1.1% | -1.1% | +2.2% | +2.0% |
| 3M | +4.1% | +3.9% | +0.2% | +0.3% |
| 6M | +15.6% | +13.6% | +2.0% | +2.3% |
| YTD | +11.2% | +12.7% | -1.5% | -0.9% |
| 1Y | +65.7% | +17.6% | +48.1% | +42.1% |
| 3Y | +134.6% | +77.3% | +57.3% | +36.2% |
| 5Y | +309.1% | +84.1% | +224.9% | +124.6% |
| All | +1,379.7% | +280.5% | +1,099.2% | +245.8% |
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