+319.0%
VOO vs HWM
+1,247.7%
-928.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | -0.6% | -1.8% | +1.2% | -0.2% |
| 30D | -3.6% | -2.7% | -1.0% | -3.3% |
| 3M | -2.7% | -22.7% | +20.0% | +3.3% |
| 6M | +2.2% | -18.9% | +21.2% | +6.9% |
| YTD | +10.9% | +7.1% | +3.8% | +6.8% |
| 1Y | +11.3% | +4.7% | +6.7% | +7.8% |
| 3Y | +76.9% | +345.6% | -268.7% | +13.1% |
| 5Y | +73.5% | +588.3% | -514.8% | -2.0% |
| 10Y | +307.7% | +1,516.2% | -1,208.5% | +81.3% |
| All | +319.0% | +1,247.7% | -928.8% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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