+226.4%
HIPO vs VOO
+77.0%
+149.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | -5.3% | -0.4% | -4.9% | -4.8% |
| 30D | -1.0% | -1.4% | +0.4% | +0.7% |
| 3M | +29.8% | +3.7% | +26.1% | +23.3% |
| 6M | +22.3% | +13.0% | +9.3% | +3.3% |
| YTD | +6.8% | +12.4% | -5.7% | -9.3% |
| 1Y | -13.1% | +18.6% | -31.7% | -31.4% |
| All | +226.4% | +77.0% | +149.4% | +19.3% |
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