-95.2%
HUIZ vs VOO
+147.2%
-242.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.9% |
| 7D | +5.7% | +2.6% | +3.1% | +3.4% |
| 30D | +66.2% | -2.0% | +68.2% | +68.5% |
| 3M | +86.8% | -2.8% | +89.6% | +89.8% |
| 6M | +60.7% | +2.2% | +58.5% | +56.7% |
| YTD | -14.2% | +11.5% | -25.8% | -22.8% |
| 1Y | -24.7% | +13.5% | -38.2% | -33.3% |
| 3Y | -43.0% | +78.1% | -121.0% | -66.2% |
| 5Y | -74.8% | +73.1% | -147.9% | -84.7% |
| All | -95.2% | +147.2% | -242.4% | -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 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