-95.9%
HWH vs VOO
+80.6%
-176.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.6% | +8.2% | +7.5% |
| 7D | +5.3% | -2.0% | +7.3% | +5.2% |
| 30D | +51.6% | -1.7% | +53.3% | +51.4% |
| 3M | +40.9% | +4.7% | +36.2% | +41.4% |
| 6M | +47.1% | +12.6% | +34.6% | +48.1% |
| YTD | +34.3% | +11.8% | +22.5% | +35.1% |
| 1Y | -41.1% | +17.5% | -58.7% | -40.2% |
| 3Y | -96.2% | +77.0% | -173.2% | -96.0% |
| All | -95.9% | +80.6% | -176.5% | -95.7% |
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