+137.7%
HOOG vs VOO
+38.7%
+99.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -5.9% |
| 7D | -15.5% | -0.8% | -14.8% | -11.9% |
| 30D | +30.8% | -1.1% | +31.9% | +42.7% |
| 3M | +26.3% | +3.9% | +22.4% | +7.0% |
| 6M | +45.0% | +13.6% | +31.4% | -17.7% |
| YTD | -39.3% | +12.7% | -52.0% | -61.7% |
| 1Y | -54.1% | +17.6% | -71.7% | -73.9% |
| All | +137.7% | +38.7% | +99.0% | -21.5% |
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