-87.1%
HIPO vs VOO
+116.3%
-203.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +6.6% | +2.6% | +4.1% | +3.1% |
| 30D | +8.2% | -2.0% | +10.2% | +11.0% |
| 3M | +13.0% | -2.8% | +15.8% | +17.0% |
| 6M | +41.1% | +2.2% | +38.9% | +35.6% |
| YTD | +23.7% | +11.5% | +12.2% | +4.8% |
| 1Y | +14.7% | +13.5% | +1.2% | -5.2% |
| 3Y | +334.7% | +78.1% | +256.6% | +87.9% |
| 5Y | -64.0% | +73.1% | -137.1% | -83.7% |
| All | -87.1% | +116.3% | -203.4% | -95.2% |
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