+745.2%
HIG vs VOO
+802.4%
-57.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | -2.3% | -2.0% | -0.3% | -0.1% |
| 30D | -1.2% | -1.7% | +0.5% | +0.5% |
| 3M | +6.3% | +4.7% | +1.6% | +0.4% |
| 6M | +0.6% | +12.6% | -12.0% | -12.8% |
| YTD | +0.6% | +11.8% | -11.1% | -12.3% |
| 1Y | +6.1% | +17.5% | -11.4% | -13.0% |
| 3Y | +102.0% | +77.0% | +25.0% | +0.1% |
| 5Y | +119.2% | +82.6% | +36.6% | +1.6% |
| 10Y | +312.5% | +320.0% | -7.5% | -43.7% |
| All | +745.2% | +802.4% | -57.2% | -73.2% |
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 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