+865.9%
HII vs VOO
+680.9%
+185.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.0% |
| 6M | -34.0% | +13.0% | -47.0% | -40.2% |
| YTD | -14.9% | +13.6% | -28.5% | -23.0% |
| 1Y | +7.7% | +20.1% | -12.4% | -6.7% |
| 3Y | +37.7% | +77.6% | -39.8% | -12.9% |
| 5Y | +56.8% | +82.4% | -25.7% | -5.0% |
| 10Y | +107.9% | +316.8% | -208.9% | -39.0% |
| All | +865.9% | +680.9% | +185.0% | +77.6% |
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