+109.0%
HII vs VOO
+315.3%
-206.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -2.7% | -0.4% | -2.4% | -2.5% |
| 30D | -14.7% | -1.4% | -13.3% | -13.8% |
| 3M | -5.2% | +3.7% | -8.9% | -7.7% |
| 6M | -34.0% | +13.0% | -47.1% | -40.0% |
| YTD | -16.4% | +12.4% | -28.8% | -23.5% |
| 1Y | +6.9% | +18.6% | -11.7% | -6.0% |
| 3Y | +41.7% | +78.1% | -36.4% | -8.9% |
| 5Y | +56.9% | +82.3% | -25.3% | -2.7% |
| 10Y | +109.0% | +322.5% | -213.6% | -42.9% |
| All | +109.0% | +315.3% | -206.4% | -42.9% |
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