-99.5%
HCTI vs VOO
+18.2%
-117.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.2% |
| 7D | -5.7% | -0.8% | -4.9% | -4.4% |
| 30D | -39.8% | -1.1% | -38.8% | -38.3% |
| 3M | -69.3% | +3.9% | -73.2% | -71.1% |
| 6M | -75.6% | +13.6% | -89.3% | -80.3% |
| YTD | -98.0% | +12.7% | -110.7% | -98.4% |
| 1Y | -99.5% | +17.6% | -117.1% | -99.7% |
| All | -99.5% | +18.2% | -117.7% | -99.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling