-20.8%
HE vs VOO
+77.0%
-97.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.8% | -5.1% |
| 7D | -5.7% | -0.4% | -5.3% | -5.5% |
| 30D | -11.6% | -1.4% | -10.2% | -11.1% |
| 3M | -23.2% | +3.7% | -26.9% | -24.3% |
| 6M | -31.8% | +13.0% | -44.9% | -35.2% |
| YTD | -16.0% | +12.4% | -28.5% | -19.9% |
| 1Y | -12.8% | +18.6% | -31.4% | -18.6% |
| All | -20.8% | +77.0% | -97.8% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling