-80.7%
HBIO vs VOO
+77.4%
-158.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -3.1% |
| 7D | +0.1% | -0.8% | +0.9% | +1.5% |
| 30D | +30.1% | -1.1% | +31.2% | +32.5% |
| 3M | +20.9% | +3.9% | +17.0% | +10.7% |
| 6M | +57.5% | +13.6% | +43.8% | +21.9% |
| YTD | +19.9% | +12.7% | +7.1% | -5.8% |
| 1Y | +82.5% | +17.6% | +64.9% | +30.3% |
| 3Y | -80.7% | +77.3% | -158.0% | -91.7% |
| All | -80.7% | +77.4% | -158.1% | -91.7% |
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