-89.1%
HIMZ vs VOO
+39.6%
-128.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +5.9% |
| 7D | -2.9% | +0.5% | -3.4% | -5.8% |
| 30D | -26.9% | -0.9% | -26.0% | -23.5% |
| 3M | -20.7% | +3.9% | -24.6% | -29.1% |
| 6M | +62.6% | +14.5% | +48.0% | +2.9% |
| YTD | -68.6% | +13.0% | -81.5% | -79.0% |
| 1Y | -89.8% | +19.4% | -109.2% | -94.3% |
| All | -89.1% | +39.6% | -128.7% | -96.5% |
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