-95.6%
HUIZ vs VOO
+149.0%
-244.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.5% |
| 7D | -5.2% | -0.9% | -4.3% | -4.6% |
| 30D | +70.4% | -2.3% | +72.8% | +73.2% |
| 3M | +63.4% | -1.2% | +64.6% | +63.9% |
| 6M | +45.0% | +3.3% | +41.7% | +40.2% |
| YTD | -22.1% | +12.3% | -34.4% | -30.3% |
| 1Y | -33.2% | +12.5% | -45.7% | -40.4% |
| 3Y | -48.5% | +79.2% | -127.6% | -69.6% |
| 5Y | -75.1% | +75.7% | -150.8% | -85.0% |
| All | -95.6% | +149.0% | -244.6% | -97.7% |
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