+1,035.3%
HIMX vs VOO
+812.0%
+223.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.9% |
| 7D | +5.3% | +0.5% | +4.8% | +4.5% |
| 30D | -3.4% | -0.9% | -2.4% | -2.2% |
| 3M | -29.3% | +3.9% | -33.2% | -31.8% |
| 6M | +94.2% | +14.5% | +79.6% | +67.8% |
| YTD | +75.4% | +13.0% | +62.5% | +54.7% |
| 1Y | +70.4% | +19.4% | +51.0% | +41.6% |
| 3Y | +164.4% | +78.9% | +85.5% | +41.9% |
| 5Y | +73.1% | +82.3% | -9.2% | -6.9% |
| 10Y | +97.2% | +314.2% | -217.0% | -54.5% |
| All | +1,035.3% | +812.0% | +223.3% | +28.3% |
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