-94.5%
HWH vs VOO
+84.8%
-179.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +150.5% | +5.4% | +145.0% | +147.4% |
| 7D | +150.5% | +5.4% | +145.0% | +147.4% |
| 30D | +150.5% | +5.4% | +145.0% | +147.4% |
| 3M | +150.5% | +5.4% | +145.0% | +147.4% |
| 6M | +97.1% | +19.9% | +77.1% | +96.6% |
| YTD | +79.9% | +14.3% | +65.5% | +78.3% |
| 1Y | -4.6% | +17.9% | -22.5% | -4.9% |
| 3Y | -95.0% | +86.3% | -181.3% | -94.8% |
| All | -94.5% | +84.8% | -179.3% | -94.3% |
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