+250.7%
HWC vs VOO
+800.4%
-549.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | -8.7% | +2.6% | -11.2% | -11.6% |
| 30D | -9.2% | -2.0% | -7.2% | -7.1% |
| 3M | -17.2% | -2.8% | -14.4% | -14.5% |
| 6M | +1.5% | +2.2% | -0.6% | -2.2% |
| YTD | +4.7% | +11.5% | -6.8% | -10.3% |
| 1Y | +14.2% | +13.5% | +0.7% | -4.5% |
| 3Y | +90.7% | +78.1% | +12.7% | -11.5% |
| 5Y | +41.8% | +73.1% | -31.4% | -31.9% |
| 10Y | +125.4% | +310.7% | -185.3% | -63.5% |
| All | +250.7% | +800.4% | -549.7% | -81.2% |
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 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