-44.5%
HHH vs VOO
+325.3%
-369.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -1.1% |
| 7D | -4.0% | -0.8% | -3.2% | -3.1% |
| 30D | -7.7% | -1.1% | -6.7% | -6.6% |
| 3M | -7.7% | +3.9% | -11.6% | -11.9% |
| 6M | -3.0% | +13.6% | -16.7% | -16.9% |
| YTD | -22.8% | +12.7% | -35.5% | -33.3% |
| 1Y | -24.6% | +17.6% | -42.2% | -38.0% |
| 3Y | -16.7% | +77.3% | -94.0% | -58.2% |
| 5Y | -26.5% | +84.1% | -110.6% | -64.6% |
| All | -44.5% | +325.3% | -369.7% | -89.0% |
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