+580.3%
HWKN vs VOO
+325.3%
+255.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.4% |
| 7D | -3.9% | -0.8% | -3.1% | -3.2% |
| 30D | -4.0% | -1.1% | -2.9% | -3.0% |
| 3M | -20.8% | +3.9% | -24.7% | -23.8% |
| 6M | -15.9% | +13.6% | -29.6% | -25.9% |
| YTD | -12.3% | +12.7% | -25.0% | -22.1% |
| 1Y | -29.5% | +17.6% | -47.1% | -39.8% |
| 3Y | +123.8% | +77.3% | +46.4% | +30.0% |
| 5Y | +269.9% | +84.1% | +185.8% | +104.2% |
| All | +580.3% | +325.3% | +255.0% | +37.2% |
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 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