+935.9%
HWKN vs VOO
+810.0%
+125.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.3% |
| 7D | -3.9% | -0.8% | -3.1% | -3.1% |
| 30D | -4.0% | -1.1% | -2.9% | -2.9% |
| 3M | -20.8% | +3.9% | -24.7% | -24.2% |
| 6M | -15.9% | +13.6% | -29.6% | -26.9% |
| YTD | -12.3% | +12.7% | -25.0% | -23.1% |
| 1Y | -29.5% | +17.6% | -47.1% | -40.8% |
| 3Y | +123.8% | +77.3% | +46.4% | +21.9% |
| 5Y | +269.9% | +84.1% | +185.8% | +89.3% |
| 10Y | +587.9% | +323.5% | +264.4% | +29.8% |
| All | +935.9% | +810.0% | +125.9% | -41.6% |
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