-95.6%
HIMZ vs VOO
+37.9%
-133.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | +1.2% |
| 7D | -46.7% | +2.6% | -49.2% | -53.7% |
| 30D | -56.3% | -2.0% | -54.3% | -51.3% |
| 3M | -64.6% | -2.8% | -61.8% | -58.2% |
| 6M | -62.2% | +2.2% | -64.3% | -62.1% |
| YTD | -87.5% | +11.5% | -99.0% | -90.9% |
| 1Y | -90.6% | +13.5% | -104.1% | -93.5% |
| All | -95.6% | +37.9% | -133.5% | -98.5% |
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 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