+22.6%
HCM vs VOO
+309.6%
-287.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -1.7% | +2.6% | -4.3% | -4.3% |
| 30D | +10.5% | -2.0% | +12.5% | +12.4% |
| 3M | +22.5% | -2.8% | +25.3% | +25.8% |
| 6M | +17.6% | +2.2% | +15.4% | +14.6% |
| YTD | +11.8% | +11.5% | +0.3% | -0.7% |
| 1Y | -1.8% | +13.5% | -15.3% | -14.4% |
| 3Y | -19.5% | +78.1% | -97.6% | -56.6% |
| 5Y | -52.0% | +73.1% | -125.2% | -72.9% |
| All | +22.6% | +309.6% | -287.0% | -64.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling