-72.6%
HE vs VOO
+80.3%
-152.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.7% |
| 7D | -5.6% | -2.0% | -3.6% | -4.6% |
| 30D | -11.6% | -1.7% | -10.0% | -10.9% |
| 3M | -19.9% | +4.7% | -24.6% | -21.8% |
| 6M | -29.1% | +12.6% | -41.7% | -33.4% |
| YTD | -14.9% | +11.8% | -26.6% | -19.6% |
| 1Y | -13.0% | +17.5% | -30.5% | -20.0% |
| 3Y | -16.6% | +77.0% | -93.6% | -38.8% |
| 5Y | -72.6% | +82.6% | -155.1% | -81.0% |
| All | -72.6% | +80.3% | -152.9% | -81.0% |
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