+4,856.2%
HCI vs VOO
+817.1%
+4,039.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +5.4% | +0.1% | +5.3% | +5.3% |
| 3M | +25.2% | +2.0% | +23.2% | +23.0% |
| 6M | +8.1% | +13.0% | -4.9% | -1.0% |
| YTD | -1.4% | +13.6% | -15.0% | -10.1% |
| 1Y | +8.7% | +20.1% | -11.4% | -4.6% |
| 3Y | +269.7% | +77.6% | +192.1% | +144.3% |
| 5Y | +88.9% | +82.4% | +6.5% | +21.9% |
| 10Y | +668.9% | +316.8% | +352.1% | +171.1% |
| All | +4,856.2% | +817.1% | +4,039.2% | +1,376.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling