+117.5%
HMY vs VOO
+812.0%
-694.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +5.2% | +0.5% | +4.7% | +5.0% |
| 30D | +2.7% | -0.9% | +3.6% | +3.2% |
| 3M | +31.9% | +3.9% | +28.0% | +29.8% |
| 6M | +5.3% | +14.5% | -9.3% | -0.4% |
| YTD | +3.6% | +13.0% | -9.3% | -1.2% |
| 1Y | +41.0% | +19.4% | +21.6% | +31.6% |
| 3Y | +413.4% | +78.9% | +334.5% | +301.8% |
| 5Y | +568.2% | +82.3% | +485.9% | +412.7% |
| 10Y | +497.7% | +314.2% | +183.5% | +246.1% |
| All | +117.5% | +812.0% | -694.4% | -36.3% |
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