+57.2%
HARD vs VOO
+99.2%
-42.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.1% |
| 7D | +2.6% | -0.4% | +2.9% | +2.6% |
| 30D | +11.9% | -1.4% | +13.3% | +12.0% |
| 3M | +9.7% | +3.7% | +6.0% | +9.4% |
| 6M | +4.8% | +13.0% | -8.2% | +3.7% |
| YTD | +21.1% | +12.4% | +8.7% | +19.9% |
| 1Y | +23.0% | +18.6% | +4.5% | +20.5% |
| 3Y | +52.9% | +78.1% | -25.1% | +46.6% |
| All | +57.2% | +99.2% | -42.0% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling