+73.5%
HYHG vs VOO
+485.7%
-412.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +0.4% | -0.8% | +1.2% | +0.7% |
| 30D | +0.7% | -1.1% | +1.8% | +1.0% |
| 3M | +1.6% | +3.9% | -2.3% | +0.2% |
| 6M | +4.9% | +13.6% | -8.8% | +0.2% |
| YTD | +5.3% | +12.7% | -7.4% | +0.9% |
| 1Y | +7.5% | +17.6% | -10.1% | +1.3% |
| 3Y | +28.7% | +77.3% | -48.6% | +4.2% |
| 5Y | +41.3% | +84.1% | -42.8% | +11.8% |
| 10Y | +75.6% | +323.5% | -248.0% | +1.3% |
| All | +73.5% | +485.7% | -412.3% | -7.6% |
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