-99.8%
HCWB vs VOO
+92.2%
-192.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | -26.7% | -0.4% | -26.3% | -26.6% |
| 30D | -24.8% | -1.4% | -23.4% | -24.2% |
| 3M | -65.3% | +3.7% | -69.0% | -65.7% |
| 6M | -30.9% | +13.0% | -43.9% | -34.9% |
| YTD | -57.8% | +12.4% | -70.2% | -60.1% |
| 1Y | -88.5% | +18.6% | -107.0% | -89.3% |
| 3Y | -99.5% | +78.1% | -177.6% | -99.6% |
| 5Y | -99.8% | +82.3% | -182.0% | -99.8% |
| All | -99.8% | +92.2% | -192.1% | -99.9% |
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