+112.0%
HIO vs VOO
+806.9%
-694.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.8% |
| 7D | -1.2% | -0.9% | -0.3% | -0.9% |
| 30D | +1.7% | -2.3% | +4.1% | +2.7% |
| 3M | -5.4% | -1.2% | -4.2% | -5.0% |
| 6M | -3.9% | +3.3% | -7.2% | -5.4% |
| YTD | -2.2% | +12.3% | -14.5% | -7.3% |
| 1Y | -2.7% | +12.5% | -15.2% | -7.9% |
| 3Y | +24.8% | +79.2% | -54.4% | -4.9% |
| 5Y | +5.4% | +75.7% | -70.2% | -19.8% |
| 10Y | +67.9% | +313.7% | -245.7% | -12.9% |
| All | +112.0% | +806.9% | -694.9% | -16.4% |
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