-80.5%
HEPS vs VOO
+91.3%
-171.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.7% |
| 7D | -2.1% | -0.8% | -1.3% | -1.3% |
| 30D | -7.7% | -1.1% | -6.7% | -6.6% |
| 3M | -8.1% | +3.9% | -12.0% | -12.1% |
| 6M | -7.4% | +13.6% | -21.1% | -20.3% |
| YTD | +5.6% | +12.7% | -7.1% | -8.2% |
| 1Y | -8.1% | +17.6% | -25.7% | -23.7% |
| 3Y | +75.8% | +77.3% | -1.5% | -9.2% |
| 5Y | -64.7% | +84.1% | -148.8% | -81.0% |
| All | -80.5% | +91.3% | -171.8% | -89.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling