-11.5%
HGV vs VOO
+80.3%
-91.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.9% |
| 7D | -6.4% | -2.0% | -4.4% | -3.8% |
| 30D | -8.9% | -1.7% | -7.2% | -6.8% |
| 3M | -21.4% | +4.7% | -26.2% | -26.5% |
| 6M | -7.3% | +12.6% | -19.8% | -21.1% |
| YTD | -12.4% | +11.8% | -24.2% | -24.7% |
| 1Y | -13.4% | +17.5% | -30.9% | -30.3% |
| 3Y | -6.2% | +77.0% | -83.2% | -55.4% |
| 5Y | -11.5% | +82.6% | -94.1% | -57.6% |
| All | -11.5% | +80.3% | -91.8% | -57.6% |
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