+133.8%
HIW vs VOO
+810.0%
-676.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.8% |
| 7D | -0.8% | -0.8% | -0.1% | -0.1% |
| 30D | +0.3% | -1.1% | +1.4% | +1.4% |
| 3M | +3.9% | +3.9% | 0.0% | -0.3% |
| 6M | +47.0% | +13.6% | +33.4% | +29.0% |
| YTD | +26.9% | +12.7% | +14.2% | +12.3% |
| 1Y | +3.2% | +17.6% | -14.4% | -12.8% |
| 3Y | +66.6% | +77.3% | -10.7% | -7.1% |
| 5Y | +2.4% | +84.1% | -81.7% | -45.4% |
| 10Y | +8.5% | +323.5% | -315.1% | -74.2% |
| All | +133.8% | +810.0% | -676.2% | -77.7% |
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 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