+672.2%
HZO vs VOO
+802.4%
-130.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.9% |
| 7D | +0.1% | -2.0% | +2.1% | +3.0% |
| 30D | -0.5% | -1.7% | +1.2% | +1.8% |
| 3M | +60.1% | +4.7% | +55.4% | +49.3% |
| 6M | +94.6% | +12.6% | +82.1% | +64.3% |
| YTD | +115.4% | +11.8% | +103.7% | +84.8% |
| 1Y | +105.6% | +17.5% | +88.1% | +64.7% |
| 3Y | +66.6% | +77.0% | -10.4% | -22.4% |
| 5Y | +9.1% | +82.6% | -73.5% | -51.2% |
| 10Y | +179.0% | +320.0% | -141.0% | -66.2% |
| All | +672.2% | +802.4% | -130.2% | -79.7% |
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