+57.0%
HIX vs VOO
+315.3%
-258.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -0.5% | -0.4% | -0.2% | -0.3% |
| 30D | -0.8% | -1.4% | +0.6% | 0.0% |
| 3M | +2.0% | +3.7% | -1.8% | -0.2% |
| 6M | +4.5% | +13.0% | -8.6% | -2.5% |
| YTD | +2.3% | +12.4% | -10.2% | -4.3% |
| 1Y | +2.7% | +18.6% | -15.9% | -6.8% |
| 3Y | +19.6% | +78.1% | -58.4% | -15.1% |
| 5Y | -1.9% | +82.3% | -84.2% | -32.3% |
| 10Y | +57.0% | +322.5% | -265.5% | -34.3% |
| All | +57.0% | +315.3% | -258.3% | -34.3% |
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 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