+314.7%
HCC vs VOO
+75.2%
+239.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.1% |
| 7D | +5.8% | -0.9% | +6.7% | +6.3% |
| 30D | -8.8% | -2.3% | -6.5% | -7.5% |
| 3M | -12.4% | -1.2% | -11.3% | -11.9% |
| 6M | -1.7% | +3.3% | -5.0% | -4.0% |
| YTD | -2.6% | +12.3% | -15.0% | -10.4% |
| 1Y | +4.1% | +12.5% | -8.4% | -4.3% |
| 3Y | +84.8% | +79.2% | +5.7% | +24.3% |
| All | +314.7% | +75.2% | +239.5% | +183.3% |
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 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