+634.4%
HBNC vs VOO
+807.8%
-173.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -0.4% | -0.4% | 0.0% | -0.1% |
| 30D | -3.2% | -1.4% | -1.8% | -2.0% |
| 3M | +2.8% | +3.7% | -0.9% | -0.8% |
| 6M | +22.2% | +13.0% | +9.1% | +8.8% |
| YTD | +18.5% | +12.4% | +6.1% | +6.2% |
| 1Y | +23.6% | +18.6% | +5.0% | +5.4% |
| 3Y | +105.5% | +78.1% | +27.4% | +22.6% |
| 5Y | +39.4% | +82.3% | -42.8% | -19.1% |
| 10Y | +120.5% | +322.5% | -202.1% | -28.4% |
| All | +634.4% | +807.8% | -173.5% | +78.7% |
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 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