+51.0%
HURC vs VOO
+810.0%
-759.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -4.4% |
| 7D | -5.2% | -0.8% | -4.4% | -4.5% |
| 30D | -1.9% | -1.1% | -0.8% | -0.8% |
| 3M | +1.3% | +3.9% | -2.5% | -2.4% |
| 6M | +44.1% | +13.6% | +30.5% | +25.8% |
| YTD | +41.0% | +12.7% | +28.3% | +24.3% |
| 1Y | +24.9% | +17.6% | +7.4% | +5.4% |
| 3Y | +7.7% | +77.3% | -69.6% | -41.2% |
| 5Y | -28.4% | +84.1% | -112.5% | -64.3% |
| 10Y | -8.8% | +323.5% | -332.3% | -85.0% |
| All | +51.0% | +810.0% | -759.1% | -91.8% |
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 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