+3,039.2%
HEI vs VOO
+802.4%
+2,236.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | -4.1% | -2.0% | -2.1% | -2.0% |
| 30D | -14.8% | -1.7% | -13.2% | -13.3% |
| 3M | -2.6% | +4.7% | -7.3% | -7.3% |
| 6M | +2.0% | +12.6% | -10.5% | -9.7% |
| YTD | -3.4% | +11.8% | -15.1% | -13.9% |
| 1Y | -1.2% | +17.5% | -18.8% | -16.5% |
| 3Y | +90.6% | +77.0% | +13.6% | +2.4% |
| 5Y | +152.5% | +82.6% | +69.9% | +29.6% |
| 10Y | +814.8% | +320.0% | +494.8% | +78.1% |
| All | +3,039.2% | +802.4% | +2,236.8% | +84.8% |
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