+63.3%
HOOY vs VOO
+36.1%
+27.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | 0.0% |
| 7D | -7.6% | -2.0% | -5.6% | -2.9% |
| 30D | +15.2% | -1.7% | +16.9% | +20.6% |
| 3M | +19.3% | +4.7% | +14.6% | +7.1% |
| 6M | +32.3% | +12.6% | +19.8% | -0.2% |
| YTD | -1.0% | +11.8% | -12.8% | -23.1% |
| 1Y | -8.2% | +17.5% | -25.7% | -33.9% |
| All | +63.3% | +36.1% | +27.2% | -3.4% |
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