+149.0%
HBB vs VOO
+14.7%
+134.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +4.2% |
| 7D | +10.0% | -0.7% | +10.7% | +10.9% |
| 30D | -4.8% | -1.1% | -3.7% | -3.6% |
| 3M | +46.7% | -0.3% | +47.0% | +47.0% |
| 6M | +73.9% | +7.4% | +66.6% | +57.2% |
| YTD | +114.1% | +13.4% | +100.7% | +80.4% |
| 1Y | +149.0% | +14.8% | +134.2% | +107.8% |
| All | +149.0% | +14.7% | +134.3% | +107.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling