+118.9%
HIO vs VOO
+817.1%
-698.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.8% | +0.1% | -1.9% | -1.8% |
| 3M | -0.9% | +2.0% | -2.9% | -1.9% |
| 6M | -2.0% | +13.0% | -15.1% | -7.3% |
| YTD | +0.9% | +13.6% | -12.6% | -4.7% |
| 1Y | -1.3% | +20.1% | -21.4% | -9.2% |
| 3Y | +27.2% | +77.6% | -50.4% | -2.7% |
| 5Y | +9.7% | +82.4% | -72.8% | -17.9% |
| 10Y | +64.5% | +316.8% | -252.4% | -14.9% |
| All | +118.9% | +817.1% | -698.2% | -14.1% |
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