+180.5%
HZO vs VOO
+325.3%
-144.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | +0.1% | -0.8% | +0.9% | +1.1% |
| 30D | +0.2% | -1.1% | +1.2% | +1.5% |
| 3M | +55.3% | +3.9% | +51.4% | +47.2% |
| 6M | +91.9% | +13.6% | +78.3% | +62.3% |
| YTD | +115.5% | +12.7% | +102.8% | +85.3% |
| 1Y | +95.6% | +17.6% | +78.0% | +59.6% |
| 3Y | +65.3% | +77.3% | -12.0% | -16.7% |
| 5Y | +9.1% | +84.1% | -75.0% | -46.8% |
| All | +180.5% | +325.3% | -144.7% | -59.6% |
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 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