+144.2%
HCSG vs VOO
+795.4%
-651.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.4% |
| 7D | -1.1% | -0.6% | -0.5% | -0.5% |
| 30D | +22.9% | -3.6% | +26.5% | +26.9% |
| 3M | +16.1% | -2.7% | +18.8% | +18.8% |
| 6M | +9.7% | +2.2% | +7.5% | +6.8% |
| YTD | +32.3% | +10.9% | +21.4% | +19.5% |
| 1Y | +43.8% | +11.3% | +32.5% | +29.5% |
| 3Y | +165.5% | +76.9% | +88.6% | +54.2% |
| 5Y | +41.6% | +73.5% | -31.9% | -17.0% |
| 10Y | -15.1% | +307.7% | -322.8% | -78.6% |
| All | +144.2% | +795.4% | -651.2% | -75.3% |
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