+97.2%
HIX vs VOO
+806.9%
-709.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.8% |
| 7D | -1.4% | -0.9% | -0.5% | -1.0% |
| 30D | +0.3% | -2.3% | +2.6% | +1.4% |
| 3M | -8.9% | -1.2% | -7.7% | -8.4% |
| 6M | -5.2% | +3.3% | -8.5% | -6.9% |
| YTD | -6.1% | +12.3% | -18.4% | -11.7% |
| 1Y | -6.5% | +12.5% | -19.0% | -12.3% |
| 3Y | +17.9% | +79.2% | -61.2% | -14.3% |
| 5Y | -9.9% | +75.7% | -85.6% | -34.5% |
| 10Y | +50.6% | +313.7% | -263.1% | -30.0% |
| All | +97.2% | +806.9% | -709.7% | -36.8% |
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