+114.2%
HBB vs VOO
+81.3%
+32.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.0% |
| 7D | -5.0% | -2.0% | -3.0% | -3.4% |
| 30D | -8.8% | -1.7% | -7.2% | -7.6% |
| 3M | +54.1% | +4.7% | +49.3% | +48.5% |
| 6M | +85.1% | +12.6% | +72.5% | +68.7% |
| YTD | +85.9% | +11.8% | +74.1% | +70.8% |
| 1Y | +114.7% | +17.5% | +97.2% | +89.8% |
| 3Y | +164.6% | +77.0% | +87.7% | +80.2% |
| All | +114.2% | +81.3% | +32.9% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling