+94.1%
HEI vs VOO
+77.4%
+16.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -2.9% | -0.8% | -2.1% | -2.2% |
| 30D | -15.3% | -1.1% | -14.2% | -14.5% |
| 3M | -6.8% | +3.9% | -10.7% | -9.9% |
| 6M | +3.0% | +13.6% | -10.6% | -7.4% |
| YTD | -2.3% | +12.7% | -15.0% | -11.5% |
| 1Y | -1.4% | +17.6% | -19.0% | -13.6% |
| 3Y | +94.1% | +77.3% | +16.8% | +21.5% |
| All | +94.1% | +77.4% | +16.7% | +21.5% |
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