+27.2%
HWCPZ vs VOO
+166.6%
-139.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.9% |
| 7D | +0.2% | -0.8% | +1.0% | +0.4% |
| 30D | -2.3% | -1.1% | -1.2% | -2.0% |
| 3M | -1.1% | +3.9% | -5.0% | -2.0% |
| 6M | -4.6% | +13.6% | -18.2% | -7.5% |
| YTD | -2.6% | +12.7% | -15.3% | -5.4% |
| 1Y | -5.6% | +17.6% | -23.2% | -9.3% |
| 3Y | +11.9% | +77.3% | -65.4% | -3.0% |
| 5Y | +4.1% | +84.1% | -80.0% | -10.3% |
| All | +27.2% | +166.6% | -139.4% | -0.2% |
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