+51.6%
HIX vs VOO
+306.9%
-255.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -0.3% | -0.6% | +0.3% | 0.0% |
| 30D | +1.2% | -3.6% | +4.8% | +3.2% |
| 3M | -7.8% | -2.7% | -5.1% | -6.5% |
| 6M | -4.1% | +2.2% | -6.3% | -5.4% |
| YTD | -5.0% | +10.9% | -15.9% | -10.5% |
| 1Y | -5.2% | +11.3% | -16.5% | -10.9% |
| 3Y | +19.3% | +76.9% | -57.6% | -15.1% |
| 5Y | -9.0% | +73.5% | -82.5% | -35.2% |
| 10Y | +51.6% | +307.7% | -256.0% | -34.5% |
| All | +51.6% | +306.9% | -255.2% | -34.5% |
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