+153.4%
HCC vs VOO
+77.8%
+75.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.5% |
| 7D | -0.6% | +0.5% | -1.2% | -1.0% |
| 30D | +14.9% | -0.9% | +15.8% | +15.6% |
| 3M | +6.8% | +3.9% | +3.0% | +3.8% |
| 6M | +36.7% | +14.5% | +22.2% | +23.8% |
| YTD | +20.1% | +13.0% | +7.1% | +10.0% |
| 1Y | +82.6% | +19.4% | +63.2% | +60.1% |
| All | +153.4% | +77.8% | +75.6% | +73.7% |
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 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