+51.7%
HOG vs VOO
+817.1%
-765.4%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +8.1% | +0.1% | +8.0% | +8.0% |
| 3M | +17.1% | +2.0% | +15.1% | +13.9% |
| 6M | +46.6% | +13.0% | +33.5% | +24.4% |
| YTD | +40.7% | +13.6% | +27.1% | +18.6% |
| 1Y | -3.2% | +20.1% | -23.3% | -24.2% |
| 3Y | -10.8% | +77.6% | -88.3% | -58.2% |
| 5Y | -19.4% | +82.4% | -101.9% | -63.1% |
| 10Y | -31.7% | +316.8% | -348.5% | -89.0% |
| All | +51.7% | +817.1% | -765.4% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling