-100.0%
HIBS vs VOO
+174.1%
-274.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.8% | -7.6% | -3.3% |
| 7D | +0.2% | -0.8% | +1.0% | -2.6% |
| 30D | +1.9% | -1.1% | +2.9% | -1.4% |
| 3M | -13.8% | +3.9% | -17.7% | +7.6% |
| 6M | -58.1% | +13.6% | -71.7% | -17.8% |
| YTD | -62.4% | +12.7% | -75.1% | -25.3% |
| 1Y | -72.1% | +17.6% | -89.7% | -30.4% |
| 3Y | -94.7% | +77.3% | -172.1% | +21.3% |
| 5Y | -98.1% | +84.1% | -182.3% | +17.4% |
| All | -100.0% | +174.1% | -274.1% | -72.6% |
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