-89.6%
HKD vs VOO
+111.3%
-200.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.2% |
| 7D | -0.6% | -0.8% | +0.2% | 0.0% |
| 30D | +2.4% | -1.1% | +3.5% | +3.3% |
| 3M | -1.7% | +3.9% | -5.6% | -4.4% |
| 6M | +0.6% | +13.6% | -13.0% | -8.0% |
| YTD | +33.1% | +12.7% | +20.4% | +22.1% |
| 1Y | -6.6% | +17.6% | -24.2% | -16.6% |
| 3Y | -69.3% | +77.3% | -146.6% | -76.3% |
| All | -89.6% | +111.3% | -200.9% | -72.5% |
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 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