+115.7%
HIX vs VOO
+817.1%
-701.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | +2.5% | +2.0% | +0.5% | +1.3% |
| 6M | +1.4% | +13.0% | -11.6% | -4.9% |
| YTD | +2.8% | +13.6% | -10.8% | -3.9% |
| 1Y | +3.7% | +20.1% | -16.4% | -5.9% |
| 3Y | +19.8% | +77.6% | -57.8% | -12.5% |
| 5Y | -1.5% | +82.4% | -84.0% | -29.9% |
| 10Y | +55.2% | +316.8% | -261.7% | -28.1% |
| All | +115.7% | +817.1% | -701.3% | -31.2% |
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 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