+4.4%
HCM vs VOO
+356.5%
-352.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.2% |
| 7D | +13.8% | +0.1% | +13.7% | +13.9% |
| 30D | +22.0% | +0.1% | +21.9% | +22.1% |
| 3M | +26.1% | +2.0% | +24.1% | +23.6% |
| 6M | +3.3% | +13.0% | -9.8% | -9.0% |
| YTD | +5.7% | +13.6% | -7.9% | -7.4% |
| 1Y | -5.1% | +20.1% | -25.1% | -21.4% |
| 3Y | -8.4% | +77.6% | -86.0% | -49.7% |
| 5Y | -67.1% | +82.4% | -149.6% | -82.1% |
| 10Y | +12.4% | +316.8% | -304.5% | -68.7% |
| All | +4.4% | +356.5% | -352.1% | -72.1% |
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