+37.6%
HMC vs VOO
+817.1%
-779.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +6.8% | +0.1% | +6.7% | +6.7% |
| 3M | +17.0% | +2.0% | +15.0% | +15.0% |
| 6M | +14.6% | +13.0% | +1.6% | +3.3% |
| YTD | +10.8% | +13.6% | -2.8% | -0.5% |
| 1Y | -4.4% | +20.1% | -24.5% | -18.2% |
| 3Y | +9.7% | +77.6% | -67.8% | -32.9% |
| 5Y | +23.1% | +82.4% | -59.4% | -27.3% |
| 10Y | +37.1% | +316.8% | -279.8% | -63.0% |
| All | +37.6% | +817.1% | -779.5% | -82.8% |
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