-18.3%
HOG vs VOO
+82.3%
-100.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.3% |
| 7D | +0.1% | +0.5% | -0.4% | -0.5% |
| 30D | +4.5% | -0.9% | +5.4% | +5.7% |
| 3M | +9.1% | +3.9% | +5.2% | +4.3% |
| 6M | +42.6% | +14.5% | +28.0% | +20.8% |
| YTD | +35.1% | +13.0% | +22.1% | +16.3% |
| 1Y | -9.6% | +19.4% | -29.0% | -27.4% |
| 3Y | -12.5% | +78.9% | -91.4% | -57.9% |
| 5Y | -18.3% | +82.3% | -100.6% | -60.7% |
| All | -18.3% | +82.3% | -100.7% | -60.7% |
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