+20.5%
HBB vs VOO
+252.9%
-232.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.0% |
| 7D | -3.2% | -0.8% | -2.5% | -2.6% |
| 30D | -8.7% | -1.1% | -7.6% | -7.9% |
| 3M | +48.9% | +3.9% | +45.0% | +44.1% |
| 6M | +85.2% | +13.6% | +71.6% | +66.4% |
| YTD | +85.4% | +12.7% | +72.7% | +68.1% |
| 1Y | +110.0% | +17.6% | +92.5% | +83.7% |
| 3Y | +151.8% | +77.3% | +74.5% | +58.2% |
| 5Y | +114.3% | +84.1% | +30.1% | +28.5% |
| All | +20.5% | +252.9% | -232.4% | -53.9% |
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