-93.1%
HYFM vs VOO
+77.4%
-170.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -0.1% |
| 7D | +2.7% | -0.8% | +3.5% | +3.7% |
| 30D | -41.7% | -1.1% | -40.6% | -40.7% |
| 3M | +3.2% | +3.9% | -0.7% | +0.6% |
| 6M | -2.0% | +13.6% | -15.6% | -9.7% |
| YTD | -35.1% | +12.7% | -47.8% | -39.7% |
| 1Y | -69.7% | +17.6% | -87.2% | -72.5% |
| 3Y | -93.1% | +77.3% | -170.4% | -96.0% |
| All | -93.1% | +77.4% | -170.5% | -96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling