+58.3%
HIMX vs VOO
+80.3%
-22.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.2% |
| 7D | +1.6% | -2.0% | +3.6% | +5.0% |
| 30D | -8.0% | -1.7% | -6.3% | -5.4% |
| 3M | -13.6% | +4.7% | -18.3% | -18.9% |
| 6M | +69.1% | +12.6% | +56.6% | +44.0% |
| YTD | +71.2% | +11.8% | +59.5% | +47.8% |
| 1Y | +65.8% | +17.5% | +48.2% | +33.8% |
| 3Y | +158.0% | +77.0% | +81.1% | +20.8% |
| 5Y | +58.3% | +82.6% | -24.3% | -26.4% |
| All | +58.3% | +80.3% | -22.0% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling