-96.2%
HWH vs VOO
+81.7%
-177.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.3% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | +29.2% | -1.4% | +30.5% | +29.0% |
| 3M | +51.8% | +3.7% | +48.1% | +52.2% |
| 6M | +36.8% | +13.0% | +23.7% | +37.7% |
| YTD | +24.8% | +12.4% | +12.4% | +25.6% |
| 1Y | -57.6% | +18.6% | -76.2% | -56.9% |
| 3Y | -96.5% | +78.1% | -174.5% | -96.3% |
| All | -96.2% | +81.7% | -177.9% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling