+109.9%
HBB vs VOO
+20.9%
+89.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +30.4% | +0.1% | +30.3% | +30.3% |
| 3M | +59.2% | +2.0% | +57.2% | +55.4% |
| 6M | +66.6% | +13.0% | +53.5% | +42.4% |
| YTD | +91.6% | +13.6% | +78.0% | +63.6% |
| 1Y | +109.9% | +20.1% | +89.8% | +61.1% |
| All | +109.9% | +20.9% | +89.0% | +61.1% |
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