+588.1%
HMY vs VOO
+80.3%
+507.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -2.7% | -2.0% | -0.8% | -1.2% |
| 30D | +3.5% | -1.7% | +5.1% | +4.9% |
| 3M | +40.0% | +4.7% | +35.3% | +35.7% |
| 6M | +8.6% | +12.6% | -4.0% | +1.0% |
| YTD | +3.4% | +11.8% | -8.4% | -3.3% |
| 1Y | +33.2% | +17.5% | +15.7% | +21.2% |
| 3Y | +412.4% | +77.0% | +335.4% | +256.8% |
| 5Y | +588.1% | +82.6% | +505.6% | +331.6% |
| All | +588.1% | +80.3% | +507.8% | +331.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling