-13.8%
HE vs VOO
+17.2%
-31.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -5.6% | -2.0% | -3.6% | -4.8% |
| 30D | -11.6% | -1.7% | -10.0% | -11.0% |
| 3M | -19.9% | +4.7% | -24.6% | -21.4% |
| 6M | -29.1% | +12.6% | -41.7% | -33.1% |
| YTD | -14.9% | +11.8% | -26.6% | -19.1% |
| All | -13.8% | +17.2% | -31.0% | -18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling