-84.0%
HERE vs VOO
+100.8%
-184.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | -0.5% | -2.0% | +1.5% | +1.4% |
| 30D | 0.0% | -1.7% | +1.7% | +1.6% |
| 3M | -2.1% | +4.7% | -6.8% | -6.8% |
| 6M | -58.0% | +12.6% | -70.6% | -62.2% |
| YTD | -63.2% | +11.8% | -75.0% | -66.6% |
| 1Y | -78.6% | +17.5% | -96.2% | -81.4% |
| 3Y | -69.7% | +77.0% | -146.7% | -77.3% |
| All | -84.0% | +100.8% | -184.8% | -87.2% |
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