-8.5%
HAUZ vs VOO
+81.6%
-90.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.8% |
| 7D | -0.8% | -0.4% | -0.4% | -0.5% |
| 30D | -2.5% | -1.4% | -1.2% | -1.7% |
| 3M | +0.3% | +3.7% | -3.4% | -2.0% |
| 6M | -6.4% | +13.0% | -19.5% | -13.1% |
| YTD | -3.0% | +12.4% | -15.4% | -9.7% |
| 1Y | -2.6% | +18.6% | -21.2% | -12.2% |
| 3Y | +23.7% | +78.1% | -54.4% | -14.6% |
| 5Y | -8.5% | +82.3% | -90.7% | -38.5% |
| All | -8.5% | +81.6% | -90.0% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling