+120.1%
HII vs VOO
+317.9%
-197.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +3.7% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +14.9% | -3.3% | +18.3% | +17.7% |
| 3M | -5.8% | -2.4% | -3.4% | -4.2% |
| 6M | -2.9% | +2.6% | -5.5% | -4.9% |
| YTD | -9.4% | +11.3% | -20.7% | -16.6% |
| 1Y | 0.0% | +13.4% | -13.5% | -9.2% |
| 3Y | +41.9% | +80.3% | -38.4% | -9.5% |
| 5Y | +74.1% | +72.7% | +1.4% | +13.2% |
| 10Y | +120.1% | +310.0% | -189.9% | -27.4% |
| All | +120.1% | +317.9% | -197.8% | -27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling