+601.3%
HYMC vs VOO
+77.4%
+523.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.2% |
| 7D | -6.7% | -0.8% | -5.9% | -5.6% |
| 30D | -22.8% | -1.1% | -21.8% | -21.4% |
| 3M | -15.9% | +3.9% | -19.8% | -19.0% |
| 6M | -50.2% | +13.6% | -63.9% | -55.9% |
| YTD | -10.9% | +12.7% | -23.6% | -20.1% |
| 1Y | +257.8% | +17.6% | +240.2% | +209.7% |
| 3Y | +601.3% | +77.3% | +524.0% | +391.2% |
| All | +601.3% | +77.4% | +523.9% | +391.2% |
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