+4.5%
HCRB vs VOO
+151.1%
-146.6%
-19.9%
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% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.4% | +0.1% | -0.5% | -0.4% |
| 3M | -0.7% | +2.0% | -2.7% | -0.8% |
| 6M | -1.5% | +13.0% | -14.5% | -2.0% |
| YTD | -0.3% | +13.6% | -13.9% | -0.8% |
| 1Y | +1.3% | +20.1% | -18.8% | +0.6% |
| 3Y | +14.3% | +77.6% | -63.2% | +11.9% |
| 5Y | -1.3% | +82.4% | -83.7% | -3.9% |
| All | +4.5% | +151.1% | -146.6% | +1.7% |
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