+389.5%
H vs VOO
+798.5%
-409.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -1.9% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +14.7% | -3.3% | +18.0% | +18.9% |
| 3M | +4.6% | -2.4% | +7.0% | +7.2% |
| 6M | +11.0% | +2.6% | +8.4% | +7.1% |
| YTD | +16.1% | +11.3% | +4.9% | +2.7% |
| 1Y | +20.0% | +13.4% | +6.5% | +3.8% |
| 3Y | +77.5% | +80.3% | -2.8% | -7.3% |
| 5Y | +109.6% | +72.7% | +36.8% | +15.8% |
| 10Y | +263.4% | +310.0% | -46.7% | -21.7% |
| All | +389.5% | +798.5% | -409.0% | -60.9% |
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