+241.6%
HMY vs VOO
+78.5%
+163.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | -12.1% | +2.6% | -14.7% | -14.4% |
| 30D | -7.4% | -2.0% | -5.4% | -5.4% |
| 3M | -19.4% | -2.8% | -16.7% | -17.0% |
| 6M | -11.6% | +2.2% | -13.8% | -12.7% |
| YTD | -20.5% | +11.5% | -32.1% | -27.1% |
| 1Y | -11.4% | +13.5% | -24.9% | -19.5% |
| 3Y | +241.6% | +78.1% | +163.5% | +39.2% |
| All | +241.6% | +78.5% | +163.1% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling