-86.5%
HERE vs VOO
+100.4%
-186.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.9% |
| 7D | +4.6% | +2.6% | +2.0% | +2.1% |
| 30D | -1.9% | -2.0% | +0.1% | 0.0% |
| 3M | -14.5% | -2.8% | -11.7% | -12.3% |
| 6M | -50.2% | +2.2% | -52.3% | -51.0% |
| YTD | -68.9% | +11.5% | -80.4% | -71.7% |
| 1Y | -71.8% | +13.5% | -85.3% | -74.7% |
| 3Y | -26.8% | +78.1% | -104.9% | -44.6% |
| All | -86.5% | +100.4% | -186.8% | -89.1% |
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 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