-96.2%
HWH vs VOO
+83.5%
-179.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +29.7% | +0.1% | +29.6% | +29.7% |
| 3M | +75.7% | +2.0% | +73.7% | +75.9% |
| 6M | +41.4% | +13.0% | +28.3% | +42.3% |
| YTD | +26.2% | +13.6% | +12.6% | +27.0% |
| 1Y | -69.7% | +20.1% | -89.8% | -69.1% |
| 3Y | -96.4% | +77.6% | -174.0% | -96.2% |
| All | -96.2% | +83.5% | -179.7% | -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 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