+348.8%
HCC vs VOO
+81.6%
+267.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -3.9% | -0.4% | -3.5% | -3.7% |
| 30D | +9.4% | -1.4% | +10.8% | +10.4% |
| 3M | +10.3% | +3.7% | +6.6% | +7.4% |
| 6M | +32.4% | +13.0% | +19.4% | +21.5% |
| YTD | +18.7% | +12.4% | +6.2% | +9.4% |
| 1Y | +79.7% | +18.6% | +61.1% | +59.5% |
| 3Y | +151.1% | +78.1% | +73.0% | +70.4% |
| 5Y | +348.8% | +82.3% | +266.5% | +201.4% |
| All | +348.8% | +81.6% | +267.2% | +201.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling