+64.1%
HYS vs VOO
+321.7%
-257.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -0.6% | -2.0% | +1.3% | -0.1% |
| 30D | -0.5% | -1.7% | +1.2% | 0.0% |
| 3M | +0.4% | +4.7% | -4.3% | -0.9% |
| 6M | +1.6% | +12.6% | -10.9% | -1.8% |
| YTD | +1.6% | +11.8% | -10.2% | -1.7% |
| 1Y | +3.6% | +17.5% | -14.0% | -1.2% |
| 3Y | +25.9% | +77.0% | -51.1% | +6.0% |
| 5Y | +27.2% | +82.6% | -55.4% | +5.2% |
| All | +64.1% | +321.7% | -257.6% | +3.9% |
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