+147.6%
HOOX vs VOO
+38.3%
+109.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -6.0% |
| 7D | -15.5% | -0.8% | -14.7% | -11.8% |
| 30D | +30.4% | -1.1% | +31.5% | +42.2% |
| 3M | +25.5% | +3.9% | +21.6% | +6.6% |
| 6M | +44.0% | +13.6% | +30.4% | -17.6% |
| YTD | -39.9% | +12.7% | -52.6% | -61.9% |
| 1Y | -55.0% | +17.6% | -72.6% | -74.2% |
| All | +147.6% | +38.3% | +109.4% | -15.7% |
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 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