+73.2%
HHH vs VOO
+727.1%
-653.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.5% |
| 7D | -0.7% | -0.4% | -0.3% | -0.3% |
| 30D | -4.3% | -1.4% | -2.9% | -2.7% |
| 3M | -7.3% | +3.7% | -11.0% | -11.6% |
| 6M | -7.0% | +13.0% | -20.0% | -20.2% |
| YTD | -21.3% | +12.4% | -33.8% | -32.2% |
| 1Y | -19.7% | +18.6% | -38.3% | -35.0% |
| 3Y | -14.7% | +78.1% | -92.7% | -58.3% |
| 5Y | -26.6% | +82.3% | -108.9% | -65.0% |
| 10Y | -43.3% | +322.5% | -365.8% | -90.4% |
| All | +73.2% | +727.1% | -653.9% | -87.5% |
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