+42.4%
HCOW vs VOO
+76.6%
-34.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +2.7% | +2.6% | +0.1% | +0.6% |
| 30D | +7.5% | -2.0% | +9.5% | +9.1% |
| 3M | +2.0% | -2.8% | +4.8% | +4.2% |
| 6M | +17.1% | +2.2% | +15.0% | +14.4% |
| YTD | +17.5% | +11.5% | +6.0% | +6.2% |
| 1Y | +20.5% | +13.5% | +7.0% | +7.1% |
| 3Y | +48.9% | +78.1% | -29.2% | -13.5% |
| All | +42.4% | +76.6% | -34.2% | -17.5% |
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