+53.4%
HEQT vs VOO
+77.6%
-24.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -0.5% | -0.8% | +0.3% | -0.2% |
| 30D | -0.5% | -1.1% | +0.6% | 0.0% |
| 3M | +3.6% | +3.9% | -0.3% | +1.8% |
| 6M | +7.5% | +13.6% | -6.1% | +1.4% |
| YTD | +7.8% | +12.7% | -4.9% | +2.0% |
| 1Y | +11.9% | +17.6% | -5.6% | +3.9% |
| 3Y | +46.0% | +77.3% | -31.3% | +13.1% |
| All | +53.4% | +77.6% | -24.2% | +19.1% |
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