+111.2%
HII vs VOO
+311.2%
-200.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | +6.5% | +3.3% | +3.3% | +4.1% |
| 30D | +19.6% | -2.7% | +22.3% | +21.9% |
| 3M | -5.2% | -1.7% | -3.5% | -4.1% |
| 6M | -6.7% | +3.1% | -9.8% | -9.0% |
| YTD | -8.2% | +11.9% | -20.2% | -15.9% |
| 1Y | -1.4% | +12.1% | -13.5% | -9.6% |
| 3Y | +42.6% | +78.6% | -35.9% | -8.3% |
| 5Y | +78.9% | +73.8% | +5.1% | +15.7% |
| All | +111.2% | +311.2% | -200.0% | -31.4% |
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