+307.4%
HWC vs VOO
+817.1%
-509.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -2.5% | +0.1% | -2.6% | -2.6% |
| 3M | +11.2% | +2.0% | +9.1% | +7.7% |
| 6M | +17.1% | +13.0% | +4.0% | -1.0% |
| YTD | +21.7% | +13.6% | +8.1% | +2.2% |
| 1Y | +23.7% | +20.1% | +3.6% | -3.5% |
| 3Y | +95.3% | +77.6% | +17.8% | -8.4% |
| 5Y | +94.6% | +82.4% | +12.1% | -12.6% |
| 10Y | +205.8% | +316.8% | -111.1% | -51.2% |
| All | +307.4% | +817.1% | -509.7% | -78.5% |
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