+13.6%
HBANP vs VOO
+77.4%
-63.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | +1.7% | -1.1% | +2.7% | +2.1% |
| 3M | +2.9% | +3.9% | -1.0% | +1.4% |
| 6M | -3.9% | +13.6% | -17.5% | -8.5% |
| YTD | -1.0% | +12.7% | -13.7% | -5.5% |
| 1Y | -6.5% | +17.6% | -24.1% | -12.2% |
| 3Y | +13.6% | +77.3% | -63.8% | -22.6% |
| All | +13.6% | +77.4% | -63.8% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling