+66.2%
HUN vs VOO
+807.8%
-741.7%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.6% |
| 7D | -1.3% | -0.4% | -1.0% | -0.9% |
| 30D | -7.5% | -1.4% | -6.2% | -5.8% |
| 3M | -33.7% | +3.7% | -37.5% | -37.3% |
| 6M | -19.9% | +13.0% | -32.9% | -32.9% |
| YTD | -3.0% | +12.4% | -15.4% | -17.8% |
| 1Y | -10.9% | +18.6% | -29.4% | -29.6% |
| 3Y | -56.9% | +78.1% | -135.0% | -80.8% |
| 5Y | -56.5% | +82.3% | -138.8% | -81.8% |
| 10Y | -13.2% | +322.5% | -335.7% | -90.9% |
| All | +66.2% | +807.8% | -741.7% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling