+39.7%
HOOW vs VOO
+29.3%
+10.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.4% |
| 7D | +8.6% | -0.4% | +9.0% | +10.9% |
| 30D | +25.6% | -1.4% | +27.0% | +34.0% |
| 3M | +42.4% | +3.7% | +38.7% | +25.3% |
| 6M | +47.5% | +13.0% | +34.5% | -4.8% |
| YTD | -4.7% | +12.4% | -17.1% | -35.6% |
| 1Y | -13.0% | +18.6% | -31.6% | -48.4% |
| All | +39.7% | +29.3% | +10.4% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling