+506.7%
HMY vs VOO
+325.3%
+181.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | +1.8% | -0.8% | +2.6% | +2.3% |
| 30D | +3.9% | -1.1% | +5.0% | +4.6% |
| 3M | +35.7% | +3.9% | +31.8% | +33.3% |
| 6M | +24.7% | +13.6% | +11.1% | +18.0% |
| YTD | +5.7% | +12.7% | -7.0% | +0.5% |
| 1Y | +37.3% | +17.6% | +19.7% | +28.3% |
| 3Y | +417.5% | +77.3% | +340.2% | +300.8% |
| 5Y | +603.5% | +84.1% | +519.4% | +427.2% |
| All | +506.7% | +325.3% | +181.4% | +301.6% |
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