+295.2%
HWBK vs VOO
+325.3%
-30.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.7% |
| 7D | -0.6% | -0.8% | +0.1% | -0.1% |
| 30D | -0.6% | -1.1% | +0.5% | +0.2% |
| 3M | +8.7% | +3.9% | +4.8% | +5.5% |
| 6M | +23.3% | +13.6% | +9.7% | +11.9% |
| YTD | +15.6% | +12.7% | +2.9% | +5.4% |
| 1Y | +25.4% | +17.6% | +7.8% | +10.6% |
| 3Y | +160.7% | +77.3% | +83.4% | +66.3% |
| 5Y | +120.6% | +84.1% | +36.4% | +31.5% |
| All | +295.2% | +325.3% | -30.1% | +26.2% |
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