+332.5%
HBM vs VOO
+82.8%
+249.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.8% |
| 7D | -3.3% | -0.8% | -2.5% | -2.1% |
| 30D | -4.8% | -1.1% | -3.7% | -3.1% |
| 3M | -0.4% | +3.9% | -4.3% | -5.6% |
| 6M | +17.9% | +13.6% | +4.2% | -0.4% |
| YTD | +33.7% | +12.7% | +21.0% | +14.3% |
| 1Y | +95.6% | +17.6% | +78.0% | +58.1% |
| 3Y | +458.1% | +77.3% | +380.8% | +153.0% |
| All | +332.5% | +82.8% | +249.6% | +89.6% |
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