+822.6%
VOO vs HIG
+724.5%
+98.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | +0.1% |
| 7D | +0.5% | -1.1% | +1.6% | +0.9% |
| 30D | -0.9% | -4.9% | +4.0% | +0.7% |
| 3M | +3.9% | +6.8% | -2.9% | +1.3% |
| 6M | +14.5% | -1.7% | +16.2% | +14.6% |
| YTD | +13.0% | -0.2% | +13.2% | +12.3% |
| 1Y | +19.4% | +5.7% | +13.7% | +16.1% |
| 3Y | +78.9% | +100.3% | -21.4% | +37.5% |
| 5Y | +82.3% | +118.5% | -36.2% | +34.8% |
| 10Y | +314.2% | +309.7% | +4.5% | +131.1% |
| All | +822.6% | +724.5% | +98.1% | +283.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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