-14.3%
HUN vs VOO
+325.3%
-339.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | -0.8% | -0.8% | -0.1% | +0.1% |
| 30D | -6.0% | -1.1% | -4.9% | -4.8% |
| 3M | -36.4% | +3.9% | -40.3% | -39.5% |
| 6M | -17.8% | +13.6% | -31.4% | -29.8% |
| YTD | -3.4% | +12.7% | -16.1% | -16.5% |
| 1Y | -10.6% | +17.6% | -28.2% | -26.2% |
| 3Y | -56.8% | +77.3% | -134.2% | -78.1% |
| 5Y | -57.1% | +84.1% | -141.2% | -79.5% |
| All | -14.3% | +325.3% | -339.6% | -88.1% |
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