+99.6%
HIMX vs VOO
+325.3%
-225.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.8% | +6.0% | +5.7% |
| 7D | +7.7% | -0.8% | +8.4% | +8.9% |
| 30D | -2.4% | -1.1% | -1.3% | -0.9% |
| 3M | -15.2% | +3.9% | -19.1% | -18.7% |
| 6M | +63.8% | +13.6% | +50.2% | +41.8% |
| YTD | +83.0% | +12.7% | +70.3% | +60.6% |
| 1Y | +79.9% | +17.6% | +62.4% | +50.9% |
| 3Y | +180.6% | +77.3% | +103.3% | +47.6% |
| 5Y | +69.2% | +84.1% | -14.9% | -13.0% |
| All | +99.6% | +325.3% | -225.7% | -62.8% |
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 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