+62.7%
HGV vs VOO
+298.8%
-236.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +1.0% |
| 7D | -4.0% | +0.1% | -4.1% | -4.2% |
| 30D | -10.7% | +0.1% | -10.8% | -10.8% |
| 3M | -14.2% | +2.0% | -16.2% | -17.3% |
| 6M | -5.8% | +13.0% | -18.8% | -21.1% |
| YTD | -6.0% | +13.6% | -19.6% | -21.7% |
| 1Y | -12.4% | +20.1% | -32.5% | -32.5% |
| 3Y | -5.9% | +77.6% | -83.4% | -57.8% |
| 5Y | -4.0% | +82.4% | -86.5% | -58.0% |
| All | +62.7% | +298.8% | -236.1% | -71.8% |
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