-95.5%
HUIZ vs VOO
+148.1%
-243.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.6% |
| 7D | -1.3% | +3.3% | -4.6% | -4.0% |
| 30D | +69.7% | -2.7% | +72.4% | +72.9% |
| 3M | +77.8% | -1.7% | +79.5% | +79.1% |
| 6M | +48.3% | +3.1% | +45.2% | +43.6% |
| YTD | -20.3% | +11.9% | -32.2% | -28.5% |
| 1Y | -29.6% | +12.1% | -41.6% | -36.9% |
| 3Y | -47.3% | +78.6% | -125.9% | -68.8% |
| 5Y | -76.5% | +73.8% | -150.3% | -85.8% |
| All | -95.5% | +148.1% | -243.6% | -97.6% |
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