-16.8%
HCSG vs VOO
+311.2%
-328.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | -0.4% | +3.3% | -3.6% | -3.2% |
| 30D | +19.8% | -2.7% | +22.5% | +22.5% |
| 3M | +20.3% | -1.7% | +22.0% | +21.9% |
| 6M | +13.1% | +3.1% | +10.0% | +9.3% |
| YTD | +30.9% | +11.9% | +18.9% | +17.5% |
| 1Y | +41.4% | +12.1% | +29.3% | +26.8% |
| 3Y | +162.5% | +78.6% | +84.0% | +53.3% |
| 5Y | +36.3% | +73.8% | -37.5% | -18.9% |
| All | -16.8% | +311.2% | -328.0% | -79.5% |
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 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