+1,672.7%
HCWC vs VOO
+20.9%
+1,651.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | -1.7% |
| 7D | -16.8% | +0.1% | -16.9% | -16.6% |
| 30D | +3,275.0% | +0.1% | +3,274.9% | +3,482.9% |
| 3M | +2,240.0% | +2.0% | +2,238.0% | +2,323.1% |
| 6M | +2,443.5% | +13.0% | +2,430.4% | +2,138.9% |
| YTD | +2,696.8% | +13.6% | +2,683.2% | +2,344.9% |
| 1Y | +1,672.7% | +20.1% | +1,652.6% | +1,541.2% |
| All | +1,672.7% | +20.9% | +1,651.8% | +1,541.2% |
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