+674.8%
VOO vs HCA
+1,721.2%
-1,046.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -1.7% |
| 7D | -0.4% | +4.9% | -5.3% | -1.6% |
| 30D | -1.4% | +1.9% | -3.3% | -1.9% |
| 3M | +3.7% | +12.7% | -9.0% | +0.2% |
| 6M | +13.0% | -22.3% | +35.4% | +19.5% |
| YTD | +12.4% | -9.3% | +21.8% | +13.9% |
| 1Y | +18.6% | +2.7% | +15.9% | +16.1% |
| 3Y | +78.1% | +57.8% | +20.2% | +53.1% |
| 5Y | +82.3% | +70.3% | +11.9% | +50.5% |
| 10Y | +322.5% | +499.7% | -177.1% | +148.0% |
| All | +674.8% | +1,721.2% | -1,046.4% | +236.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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