-36.7%
HE vs VOO
+800.4%
-837.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +2.3% | +2.6% | -0.3% | +0.8% |
| 30D | +1.9% | -2.0% | +3.9% | +3.0% |
| 3M | -27.2% | -2.8% | -24.5% | -26.1% |
| 6M | -35.7% | +2.2% | -37.9% | -36.7% |
| YTD | -30.0% | +11.5% | -41.5% | -34.6% |
| 1Y | -26.1% | +13.5% | -39.6% | -31.8% |
| 3Y | -24.8% | +78.1% | -102.9% | -47.8% |
| 5Y | -76.5% | +73.1% | -149.7% | -83.6% |
| 10Y | -62.1% | +310.7% | -372.9% | -85.3% |
| All | -36.7% | +800.4% | -837.1% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling