-2.0%
HYMB vs VOO
+80.3%
-82.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -1.5% | -2.0% | +0.5% | -1.3% |
| 30D | -3.1% | -1.7% | -1.4% | -2.9% |
| 3M | -3.0% | +4.7% | -7.8% | -3.4% |
| 6M | -1.9% | +12.6% | -14.4% | -3.0% |
| YTD | -0.4% | +11.8% | -12.1% | -1.4% |
| 1Y | +1.7% | +17.5% | -15.9% | +0.1% |
| 3Y | +12.2% | +77.0% | -64.8% | +5.5% |
| 5Y | -2.0% | +82.6% | -84.6% | -9.4% |
| All | -2.0% | +80.3% | -82.4% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling