+65.8%
HEGD vs VOO
+122.4%
-56.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -1.3% | -2.0% | +0.7% | -0.3% |
| 30D | -1.7% | -1.7% | 0.0% | -0.8% |
| 3M | +2.1% | +4.7% | -2.6% | -0.2% |
| 6M | +6.0% | +12.6% | -6.6% | -0.1% |
| YTD | +6.1% | +11.8% | -5.7% | +0.3% |
| 1Y | +9.8% | +17.5% | -7.7% | +1.2% |
| 3Y | +45.0% | +77.0% | -32.0% | +8.1% |
| 5Y | +46.0% | +82.6% | -36.6% | +7.0% |
| All | +65.8% | +122.4% | -56.7% | +7.7% |
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