+110.6%
HCSG vs VOO
+817.1%
-706.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -4.5% | +0.1% | -4.5% | -4.5% |
| 3M | +6.7% | +2.0% | +4.7% | +4.4% |
| 6M | +2.4% | +13.0% | -10.6% | -8.9% |
| YTD | +14.1% | +13.6% | +0.5% | +1.1% |
| 1Y | +38.5% | +20.1% | +18.5% | +16.5% |
| 3Y | +85.9% | +77.6% | +8.3% | +7.9% |
| 5Y | -12.0% | +82.4% | -94.5% | -50.7% |
| 10Y | -35.8% | +316.8% | -352.6% | -84.1% |
| All | +110.6% | +817.1% | -706.5% | -79.1% |
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