-97.6%
HTCR vs VOO
+80.9%
-178.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | -22.3% | +0.5% | -22.9% | -22.8% |
| 30D | -28.5% | -0.9% | -27.5% | -27.8% |
| 3M | -38.5% | +3.9% | -42.4% | -40.8% |
| 6M | -60.2% | +14.5% | -74.7% | -65.1% |
| YTD | -67.9% | +13.0% | -80.8% | -71.3% |
| 1Y | -87.4% | +19.4% | -106.8% | -89.2% |
| 3Y | -88.4% | +78.9% | -167.2% | -92.4% |
| All | -97.6% | +80.9% | -178.4% | -98.3% |
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