+38.9%
HMC vs VOO
+325.3%
-286.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.2% |
| 7D | -0.5% | -0.8% | +0.3% | +0.2% |
| 30D | +3.9% | -1.1% | +4.9% | +4.8% |
| 3M | +20.1% | +3.9% | +16.2% | +16.5% |
| 6M | +18.1% | +13.6% | +4.4% | +6.7% |
| YTD | +10.3% | +12.7% | -2.4% | +0.4% |
| 1Y | -4.2% | +17.6% | -21.8% | -15.8% |
| 3Y | +3.9% | +77.3% | -73.4% | -34.0% |
| 5Y | +22.4% | +84.1% | -61.7% | -25.2% |
| All | +38.9% | +325.3% | -286.4% | -60.4% |
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