+1,474.6%
HWM vs VOO
+309.6%
+1,165.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +7.3% | +2.6% | +4.7% | +4.0% |
| 30D | +1.6% | -2.0% | +3.6% | +4.3% |
| 3M | -21.9% | -2.8% | -19.1% | -19.0% |
| 6M | -19.0% | +2.2% | -21.2% | -21.4% |
| YTD | +7.9% | +11.5% | -3.6% | -6.2% |
| 1Y | +9.9% | +13.5% | -3.6% | -6.6% |
| 3Y | +342.1% | +78.1% | +264.1% | +111.9% |
| 5Y | +600.8% | +73.1% | +527.6% | +248.5% |
| All | +1,474.6% | +309.6% | +1,165.0% | +92.9% |
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