+42.7%
HOOW vs VOO
+29.9%
+12.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -2.6% |
| 7D | +15.9% | +0.5% | +15.4% | +14.5% |
| 30D | +30.2% | -0.9% | +31.2% | +36.5% |
| 3M | +43.0% | +3.9% | +39.1% | +25.1% |
| 6M | +55.9% | +14.5% | +41.4% | -4.7% |
| YTD | -2.7% | +13.0% | -15.6% | -35.4% |
| 1Y | -10.1% | +19.4% | -29.6% | -48.0% |
| All | +42.7% | +29.9% | +12.8% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling