+265.0%
HWKN vs VOO
+82.8%
+182.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.5% |
| 7D | -3.9% | -0.8% | -3.1% | -3.3% |
| 30D | -4.0% | -1.1% | -2.9% | -3.2% |
| 3M | -20.8% | +3.9% | -24.7% | -23.4% |
| 6M | -15.9% | +13.6% | -29.6% | -24.6% |
| YTD | -12.3% | +12.7% | -25.0% | -20.8% |
| 1Y | -29.5% | +17.6% | -47.1% | -38.5% |
| 3Y | +123.8% | +77.3% | +46.4% | +43.3% |
| All | +265.0% | +82.8% | +182.1% | +121.3% |
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 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