-28.7%
HURC vs VOO
+82.8%
-111.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -3.9% |
| 7D | -5.2% | -0.8% | -4.4% | -4.9% |
| 30D | -1.9% | -1.1% | -0.8% | -1.4% |
| 3M | +1.3% | +3.9% | -2.5% | -0.4% |
| 6M | +44.1% | +13.6% | +30.5% | +34.6% |
| YTD | +41.0% | +12.7% | +28.3% | +32.4% |
| 1Y | +24.9% | +17.6% | +7.4% | +14.9% |
| 3Y | +7.7% | +77.3% | -69.6% | -16.7% |
| All | -28.7% | +82.8% | -111.5% | -45.0% |
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