+224.9%
H vs VOO
+315.3%
-90.4%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -4.1% | -0.4% | -3.7% | -3.7% |
| 30D | -6.9% | -1.4% | -5.5% | -5.4% |
| 3M | -18.4% | +3.7% | -22.1% | -21.8% |
| 6M | +1.8% | +13.0% | -11.3% | -11.1% |
| YTD | -1.0% | +12.4% | -13.5% | -13.0% |
| 1Y | +10.1% | +18.6% | -8.5% | -8.8% |
| 3Y | +43.2% | +78.1% | -34.9% | -22.4% |
| 5Y | +122.6% | +82.3% | +40.4% | +18.9% |
| 10Y | +224.9% | +322.5% | -97.6% | -18.1% |
| All | +224.9% | +315.3% | -90.4% | -18.1% |
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