+271.8%
H vs VOO
+314.4%
-42.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.1% |
| 7D | 0.0% | -0.9% | +0.9% | +0.9% |
| 30D | +18.0% | -2.3% | +20.3% | +20.9% |
| 3M | +10.3% | -1.2% | +11.4% | +11.4% |
| 6M | +15.3% | +3.3% | +12.0% | +10.6% |
| YTD | +18.9% | +12.3% | +6.6% | +4.4% |
| 1Y | +22.0% | +12.5% | +9.5% | +6.9% |
| 3Y | +78.3% | +79.2% | -0.9% | -4.3% |
| 5Y | +124.3% | +75.7% | +48.7% | +24.0% |
| 10Y | +271.8% | +313.7% | -41.9% | -3.7% |
| All | +271.8% | +314.4% | -42.6% | -3.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling