-8.8%
HVAC vs VOO
+14.7%
-23.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.6% | -7.4% | -8.9% |
| 7D | -8.5% | -0.7% | -7.8% | -7.2% |
| 30D | -16.1% | -1.1% | -15.0% | -14.1% |
| 3M | -19.7% | -0.3% | -19.3% | -18.9% |
| 6M | -26.2% | +7.4% | -33.5% | -35.0% |
| YTD | -5.2% | +13.4% | -18.5% | -24.4% |
| 1Y | -8.8% | +14.8% | -23.6% | -28.7% |
| All | -8.8% | +14.7% | -23.5% | -28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling