-99.8%
HCWB vs VOO
+82.3%
-182.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.6% | -14.1% | -14.4% |
| 7D | -27.2% | +0.5% | -27.8% | -27.5% |
| 30D | -26.4% | -0.9% | -25.5% | -26.0% |
| 3M | -71.1% | +3.9% | -75.0% | -71.5% |
| 6M | -32.5% | +14.5% | -47.1% | -36.9% |
| YTD | -56.9% | +13.0% | -69.9% | -59.4% |
| 1Y | -89.0% | +19.4% | -108.4% | -89.9% |
| 3Y | -99.5% | +78.9% | -178.4% | -99.6% |
| 5Y | -99.8% | +82.3% | -182.0% | -99.8% |
| All | -99.8% | +82.3% | -182.1% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling