+48.8%
HYGV vs VOO
+209.2%
-160.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | -0.6% | -1.1% | +0.4% | -0.2% |
| 3M | +0.4% | +3.9% | -3.5% | -1.0% |
| 6M | +2.2% | +13.6% | -11.4% | -2.6% |
| YTD | +2.1% | +12.7% | -10.6% | -2.4% |
| 1Y | +3.7% | +17.6% | -13.9% | -2.6% |
| 3Y | +24.8% | +77.3% | -52.5% | -0.5% |
| 5Y | +18.7% | +84.1% | -65.4% | -7.6% |
| All | +48.8% | +209.2% | -160.4% | -7.4% |
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