+2.8%
HCI vs VOO
+18.2%
-15.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | +1.4% | -1.1% | +2.5% | +1.6% |
| 3M | +14.8% | +3.9% | +10.9% | +14.0% |
| 6M | +16.3% | +13.6% | +2.7% | +10.8% |
| YTD | -2.4% | +12.7% | -15.1% | -6.9% |
| 1Y | +2.8% | +17.6% | -14.8% | -8.2% |
| All | +2.8% | +18.2% | -15.4% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling