+105.7%
HOMZ vs VOO
+202.9%
-97.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -3.6% | -0.8% | -2.8% | -2.9% |
| 30D | -6.7% | -1.1% | -5.6% | -5.7% |
| 3M | -3.9% | +3.9% | -7.7% | -7.6% |
| 6M | -0.6% | +13.6% | -14.2% | -12.8% |
| YTD | -3.2% | +12.7% | -15.9% | -14.4% |
| 1Y | -10.2% | +17.6% | -27.7% | -24.1% |
| 3Y | +22.2% | +77.3% | -55.1% | -33.2% |
| 5Y | +17.7% | +84.1% | -66.4% | -38.2% |
| All | +105.7% | +202.9% | -97.2% | -35.1% |
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