+42.6%
HNVR vs VOO
+102.2%
-59.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +2.6% | -2.0% | +4.6% | +3.2% |
| 30D | +1.2% | -1.7% | +2.8% | +1.7% |
| 3M | +14.5% | +4.7% | +9.8% | +12.8% |
| 6M | +31.8% | +12.6% | +19.3% | +27.0% |
| YTD | +20.6% | +11.8% | +8.8% | +16.4% |
| 1Y | +24.3% | +17.5% | +6.8% | +18.3% |
| 3Y | +63.6% | +77.0% | -13.3% | +47.7% |
| All | +42.6% | +102.2% | -59.7% | +28.4% |
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