+180.6%
HIMX vs VOO
+77.4%
+103.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.8% | +6.0% | +5.2% |
| 7D | +7.7% | -0.8% | +8.4% | +9.4% |
| 30D | -2.4% | -1.1% | -1.3% | -0.2% |
| 3M | -15.2% | +3.9% | -19.1% | -20.3% |
| 6M | +63.8% | +13.6% | +50.2% | +33.7% |
| YTD | +83.0% | +12.7% | +70.3% | +52.0% |
| 1Y | +79.9% | +17.6% | +62.4% | +40.3% |
| 3Y | +180.6% | +77.3% | +103.3% | +26.8% |
| All | +180.6% | +77.4% | +103.2% | +26.8% |
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