-89.4%
HIMZ vs VOO
+40.4%
-129.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | +0.5% |
| 7D | -9.0% | +0.1% | -9.1% | -9.7% |
| 30D | -30.3% | +0.1% | -30.4% | -30.0% |
| 3M | -28.6% | +2.0% | -30.6% | -30.3% |
| 6M | +43.2% | +13.0% | +30.2% | -4.6% |
| YTD | -69.6% | +13.6% | -83.2% | -80.2% |
| 1Y | -89.5% | +20.1% | -109.6% | -94.3% |
| All | -89.4% | +40.4% | -129.8% | -96.7% |
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