-29.7%
HOG vs VOO
+309.6%
-339.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -0.9% | +2.6% | -3.4% | -4.0% |
| 30D | +20.1% | -2.0% | +22.1% | +23.1% |
| 3M | +17.1% | -2.8% | +19.8% | +21.3% |
| 6M | +28.3% | +2.2% | +26.2% | +24.5% |
| YTD | +62.0% | +11.5% | +50.5% | +39.6% |
| 1Y | +34.9% | +13.5% | +21.4% | +13.7% |
| 3Y | +29.4% | +78.1% | -48.6% | -40.3% |
| 5Y | -5.7% | +73.1% | -78.9% | -54.1% |
| All | -29.7% | +309.6% | -339.3% | -87.8% |
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