+23.9%
HOV vs VOO
+812.0%
-788.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.1% | -2.6% |
| 7D | -0.9% | +0.5% | -1.5% | -1.9% |
| 30D | -14.1% | -0.9% | -13.2% | -12.3% |
| 3M | +9.6% | +3.9% | +5.7% | +2.1% |
| 6M | +4.8% | +14.5% | -9.7% | -18.3% |
| YTD | +21.3% | +13.0% | +8.4% | -3.0% |
| 1Y | -23.0% | +19.4% | -42.4% | -44.6% |
| 3Y | -3.5% | +78.9% | -82.4% | -66.9% |
| 5Y | +26.1% | +82.3% | -56.1% | -55.2% |
| 10Y | +139.1% | +314.2% | -175.1% | -78.6% |
| All | +23.9% | +812.0% | -788.1% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling