-1.0%
HCM vs VOO
+79.1%
-80.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | +16.5% | +0.5% | +16.0% | +16.1% |
| 30D | +11.0% | -0.9% | +11.9% | +12.0% |
| 3M | +27.9% | +3.9% | +24.0% | +23.6% |
| 6M | +0.2% | +14.5% | -14.3% | -11.9% |
| YTD | +4.1% | +13.0% | -8.8% | -7.2% |
| 1Y | -13.8% | +19.4% | -33.3% | -27.3% |
| 3Y | -1.0% | +78.9% | -79.9% | -51.0% |
| All | -1.0% | +79.1% | -80.1% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling