+38.7%
HNVR vs VOO
+104.0%
-65.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | -1.6% | -1.1% | -0.5% | -1.3% |
| 3M | +12.3% | +3.9% | +8.4% | +10.9% |
| 6M | +30.3% | +13.6% | +16.7% | +25.1% |
| YTD | +17.3% | +12.7% | +4.6% | +13.0% |
| 1Y | +20.5% | +17.6% | +2.9% | +14.6% |
| 3Y | +57.3% | +77.3% | -20.0% | +41.6% |
| All | +38.7% | +104.0% | -65.2% | +24.6% |
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