+45.3%
HII vs VOO
+80.9%
-35.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.4% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -9.6% | +0.1% | -9.6% | -9.6% |
| 3M | -2.5% | +2.0% | -4.5% | -3.9% |
| 6M | -34.0% | +13.0% | -47.0% | -39.6% |
| YTD | -14.9% | +13.6% | -28.5% | -22.4% |
| 1Y | +7.7% | +20.1% | -12.4% | -5.3% |
| All | +45.3% | +80.9% | -35.6% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling