+670.3%
HOMB vs VOO
+802.4%
-132.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | -0.8% | -2.0% | +1.2% | +1.5% |
| 30D | -3.3% | -1.7% | -1.6% | -1.4% |
| 3M | +8.6% | +4.7% | +3.9% | +2.6% |
| 6M | +13.2% | +12.6% | +0.7% | -2.0% |
| YTD | +9.6% | +11.8% | -2.2% | -4.4% |
| 1Y | +4.0% | +17.5% | -13.6% | -14.7% |
| 3Y | +47.6% | +77.0% | -29.4% | -25.4% |
| 5Y | +63.2% | +82.6% | -19.3% | -21.4% |
| 10Y | +70.1% | +320.0% | -249.9% | -68.3% |
| All | +670.3% | +802.4% | -132.1% | -37.6% |
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