-89.6%
HBIO vs VOO
+82.8%
-172.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.6% |
| 7D | +0.1% | -0.8% | +0.9% | +1.1% |
| 30D | +30.1% | -1.1% | +31.2% | +31.8% |
| 3M | +20.9% | +3.9% | +17.0% | +13.8% |
| 6M | +57.5% | +13.6% | +43.8% | +32.4% |
| YTD | +19.9% | +12.7% | +7.1% | +2.0% |
| 1Y | +82.5% | +17.6% | +64.9% | +46.2% |
| 3Y | -80.7% | +77.3% | -158.0% | -89.6% |
| All | -89.6% | +82.8% | -172.4% | -94.6% |
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