+115.5%
HBM vs VOO
+807.8%
-692.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | +0.1% |
| 7D | +5.5% | -0.4% | +5.9% | +6.1% |
| 30D | +3.3% | -1.4% | +4.7% | +5.6% |
| 3M | +12.7% | +3.7% | +8.9% | +7.2% |
| 6M | +28.2% | +13.0% | +15.2% | +8.7% |
| YTD | +45.3% | +12.4% | +32.9% | +24.2% |
| 1Y | +121.7% | +18.6% | +103.1% | +75.5% |
| 3Y | +523.5% | +78.1% | +445.5% | +166.0% |
| 5Y | +393.9% | +82.3% | +311.6% | +106.6% |
| 10Y | +647.9% | +322.5% | +325.4% | -14.4% |
| All | +115.5% | +807.8% | -692.3% | -92.3% |
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