-47.1%
HIYY vs VOO
+16.5%
-63.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.6% |
| 7D | -3.4% | +0.1% | -3.5% | -3.7% |
| 30D | -11.3% | +0.1% | -11.4% | -11.4% |
| 3M | -2.9% | +2.0% | -5.0% | -6.6% |
| 6M | +81.3% | +13.0% | +68.3% | +38.1% |
| YTD | -15.7% | +13.6% | -29.3% | -36.2% |
| All | -47.1% | +16.5% | -63.6% | -62.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling