+70.4%
HYZD vs VOO
+431.8%
-361.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | 0.0% | -0.8% | +0.8% | +0.2% |
| 30D | +0.4% | -1.1% | +1.5% | +0.7% |
| 3M | +1.7% | +3.9% | -2.2% | +0.7% |
| 6M | +4.1% | +13.6% | -9.5% | +0.9% |
| YTD | +4.3% | +12.7% | -8.4% | +1.2% |
| 1Y | +6.3% | +17.6% | -11.3% | +2.1% |
| 3Y | +27.3% | +77.3% | -50.0% | +10.1% |
| 5Y | +35.1% | +84.1% | -49.0% | +14.9% |
| 10Y | +66.1% | +323.5% | -257.4% | +17.7% |
| All | +70.4% | +431.8% | -361.4% | +19.1% |
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