+1,573.3%
HWM vs VOO
+322.9%
+1,250.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.6% | -10.1% | -10.0% |
| 7D | -9.2% | +0.5% | -9.7% | -9.7% |
| 30D | -17.9% | -0.9% | -16.9% | -16.8% |
| 3M | -6.0% | +3.9% | -9.9% | -10.5% |
| 6M | -7.4% | +14.5% | -21.9% | -22.1% |
| YTD | +13.1% | +13.0% | +0.1% | -3.3% |
| 1Y | +29.3% | +19.4% | +9.9% | +3.0% |
| 3Y | +389.9% | +78.9% | +311.0% | +133.8% |
| 5Y | +655.5% | +82.3% | +573.3% | +250.9% |
| All | +1,573.3% | +322.9% | +1,250.4% | +133.5% |
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