-44.2%
HOYY vs VOO
+15.3%
-59.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.6% |
| 7D | -0.7% | -2.0% | +1.2% | +2.0% |
| 30D | +5.5% | -1.7% | +7.2% | +7.9% |
| 3M | +3.3% | +4.7% | -1.4% | -4.0% |
| 6M | -7.2% | +12.6% | -19.8% | -24.3% |
| YTD | -26.3% | +11.8% | -38.0% | -39.1% |
| All | -44.2% | +15.3% | -59.5% | -56.3% |
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