+16.2%
HNVR vs VOO
+101.8%
-85.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.7% | +2.6% | +0.1% | +1.9% |
| 30D | -8.2% | -2.0% | -6.3% | -7.7% |
| 3M | -18.3% | -2.8% | -15.5% | -17.6% |
| 6M | -0.6% | +2.2% | -2.8% | -1.3% |
| YTD | -1.7% | +11.5% | -13.2% | -5.0% |
| 1Y | +1.6% | +13.5% | -11.9% | -2.3% |
| 3Y | +32.8% | +78.1% | -45.2% | +19.9% |
| All | +16.2% | +101.8% | -85.6% | +4.7% |
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