+155.7%
HEEM vs VOO
+367.5%
-211.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | +1.4% | -0.4% | +1.7% | +1.6% |
| 30D | +3.1% | -1.4% | +4.5% | +4.2% |
| 3M | +1.1% | +3.7% | -2.6% | -1.4% |
| 6M | +15.4% | +13.0% | +2.3% | +5.8% |
| YTD | +23.6% | +12.4% | +11.2% | +13.8% |
| 1Y | +37.7% | +18.6% | +19.1% | +21.9% |
| 3Y | +93.7% | +78.1% | +15.7% | +25.4% |
| 5Y | +62.9% | +82.3% | -19.3% | +2.2% |
| 10Y | +162.1% | +322.5% | -160.5% | -21.7% |
| All | +155.7% | +367.5% | -211.7% | -29.8% |
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