+337.2%
H vs VOO
+817.1%
-479.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -7.2% | +0.1% | -7.3% | -7.3% |
| 3M | -12.2% | +2.0% | -14.2% | -14.6% |
| 6M | +2.5% | +13.0% | -10.5% | -10.7% |
| YTD | +3.7% | +13.6% | -9.9% | -10.2% |
| 1Y | +14.6% | +20.1% | -5.5% | -6.9% |
| 3Y | +46.2% | +77.6% | -31.3% | -22.2% |
| 5Y | +135.0% | +82.4% | +52.6% | +22.5% |
| 10Y | +222.1% | +316.8% | -94.8% | -31.6% |
| All | +337.2% | +817.1% | -479.9% | -65.8% |
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