+148.8%
HERD vs VOO
+193.8%
-45.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -1.8% | -0.4% | -1.4% | -1.5% |
| 30D | -0.8% | -1.4% | +0.6% | +0.2% |
| 3M | +7.5% | +3.7% | +3.8% | +4.6% |
| 6M | +11.8% | +13.0% | -1.2% | +2.4% |
| YTD | +18.3% | +12.4% | +5.8% | +8.7% |
| 1Y | +24.7% | +18.6% | +6.1% | +10.4% |
| 3Y | +57.3% | +78.1% | -20.7% | +5.1% |
| 5Y | +68.1% | +82.3% | -14.2% | +9.5% |
| All | +148.8% | +193.8% | -45.0% | +17.4% |
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