+209.2%
HIBL vs VOO
+174.1%
+35.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.7% | +3.4% |
| 7D | -1.0% | -0.8% | -0.2% | +2.2% |
| 30D | -6.6% | -1.1% | -5.6% | -1.9% |
| 3M | -6.5% | +3.9% | -10.4% | -14.7% |
| 6M | +59.4% | +13.6% | +45.8% | +11.8% |
| YTD | +61.2% | +12.7% | +48.5% | +20.2% |
| 1Y | +92.8% | +17.6% | +75.2% | +28.7% |
| 3Y | +229.5% | +77.3% | +152.2% | -23.5% |
| 5Y | +77.0% | +84.1% | -7.1% | -39.8% |
| All | +209.2% | +174.1% | +35.0% | -39.8% |
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