+7.6%
HOPE vs VOO
+309.6%
-302.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -1.2% | +2.6% | -3.8% | -3.8% |
| 30D | -0.3% | -2.0% | +1.7% | +1.6% |
| 3M | -9.2% | -2.8% | -6.5% | -6.9% |
| 6M | +11.0% | +2.2% | +8.9% | +8.0% |
| YTD | +24.0% | +11.5% | +12.5% | +10.0% |
| 1Y | +31.6% | +13.5% | +18.1% | +14.6% |
| 3Y | +63.5% | +78.1% | -14.5% | -10.8% |
| 5Y | +9.7% | +73.1% | -63.5% | -38.8% |
| All | +7.6% | +309.6% | -302.1% | -80.8% |
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