+147.1%
HBANM vs VOO
+94.6%
+52.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -1.9% |
| 7D | -3.7% | -0.8% | -3.0% | -3.5% |
| 30D | -1.4% | -1.1% | -0.4% | -1.1% |
| 3M | -1.6% | +3.9% | -5.5% | -2.9% |
| 6M | -9.5% | +13.6% | -23.1% | -13.3% |
| YTD | -4.6% | +12.7% | -17.3% | -8.4% |
| 1Y | -9.1% | +17.6% | -26.7% | -14.0% |
| 3Y | +16.6% | +77.3% | -60.7% | -5.9% |
| 5Y | +5.1% | +84.1% | -79.1% | -16.5% |
| All | +147.1% | +94.6% | +52.5% | +96.5% |
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 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