+52.7%
HGV vs VOO
+295.7%
-243.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.5% |
| 7D | -6.1% | -0.8% | -5.4% | -5.1% |
| 30D | -12.1% | -1.1% | -11.0% | -10.7% |
| 3M | -22.8% | +3.9% | -26.7% | -27.3% |
| 6M | -8.8% | +13.6% | -22.4% | -24.1% |
| YTD | -11.8% | +12.7% | -24.5% | -25.7% |
| 1Y | -14.6% | +17.6% | -32.2% | -32.2% |
| 3Y | -4.5% | +77.3% | -81.9% | -57.1% |
| 5Y | -10.9% | +84.1% | -95.0% | -61.5% |
| All | +52.7% | +295.7% | -243.1% | -73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling