-68.8%
HBIO vs VOO
+810.0%
-878.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.4% |
| 7D | +0.1% | -0.8% | +0.9% | +0.9% |
| 30D | +30.1% | -1.1% | +31.2% | +31.5% |
| 3M | +20.9% | +3.9% | +17.0% | +15.4% |
| 6M | +57.5% | +13.6% | +43.8% | +37.8% |
| YTD | +19.9% | +12.7% | +7.1% | +5.9% |
| 1Y | +82.5% | +17.6% | +64.9% | +54.0% |
| 3Y | -80.7% | +77.3% | -158.0% | -88.6% |
| 5Y | -89.6% | +84.1% | -173.7% | -94.1% |
| 10Y | -69.7% | +323.5% | -393.2% | -92.7% |
| All | -68.8% | +810.0% | -878.8% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling