-16.7%
HHH vs VOO
+77.4%
-94.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.9% |
| 7D | -4.0% | -0.8% | -3.2% | -3.3% |
| 30D | -7.7% | -1.1% | -6.7% | -6.8% |
| 3M | -7.7% | +3.9% | -11.6% | -11.1% |
| 6M | -3.0% | +13.6% | -16.7% | -14.6% |
| YTD | -22.8% | +12.7% | -35.5% | -31.5% |
| 1Y | -24.6% | +17.6% | -42.2% | -35.8% |
| 3Y | -16.7% | +77.3% | -94.0% | -58.4% |
| All | -16.7% | +77.4% | -94.1% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling