+22.7%
HCM vs VOO
+306.9%
-284.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +17.6% | -0.6% | +18.2% | +18.0% |
| 30D | +9.1% | -3.6% | +12.7% | +12.9% |
| 3M | +22.5% | -2.7% | +25.3% | +25.8% |
| 6M | +17.1% | +2.2% | +14.9% | +14.1% |
| YTD | +15.4% | +10.9% | +4.5% | +3.2% |
| 1Y | +2.0% | +11.3% | -9.4% | -9.2% |
| 3Y | -19.1% | +76.9% | -96.0% | -56.0% |
| 5Y | -48.8% | +73.5% | -122.3% | -71.1% |
| 10Y | +22.7% | +307.7% | -284.9% | -63.6% |
| All | +22.7% | +306.9% | -284.1% | -63.6% |
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