+38.0%
HVAC vs VOO
+30.2%
+7.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.5% |
| 7D | +1.1% | -0.8% | +1.9% | +2.3% |
| 30D | -7.4% | -1.1% | -6.3% | -6.0% |
| 3M | -12.7% | +3.9% | -16.6% | -16.9% |
| 6M | -1.2% | +13.6% | -14.9% | -16.0% |
| YTD | +11.3% | +12.7% | -1.4% | -4.2% |
| 1Y | +12.0% | +17.6% | -5.6% | -8.0% |
| All | +38.0% | +30.2% | +7.9% | +6.0% |
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