-61.9%
HIBS vs VOO
+14.7%
-76.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +11.5% |
| 7D | +17.9% | -0.7% | +18.6% | +13.6% |
| 30D | +40.7% | -1.1% | +41.8% | +36.8% |
| 3M | +19.4% | -0.3% | +19.7% | +24.4% |
| 6M | -23.5% | +7.4% | -30.9% | +33.2% |
| YTD | -55.1% | +13.4% | -68.4% | +12.6% |
| 1Y | -61.9% | +14.8% | -76.7% | +5.2% |
| All | -61.9% | +14.7% | -76.6% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling