+39.2%
HVAC vs VOO
+30.4%
+8.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.8% |
| 7D | +6.6% | +0.5% | +6.0% | +5.7% |
| 30D | -3.7% | -0.9% | -2.8% | -2.4% |
| 3M | -12.5% | +3.9% | -16.4% | -16.7% |
| 6M | +2.0% | +14.5% | -12.5% | -14.2% |
| YTD | +12.2% | +13.0% | -0.7% | -3.7% |
| 1Y | +16.6% | +19.4% | -2.8% | -6.0% |
| All | +39.2% | +30.4% | +8.8% | +6.5% |
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