-71.8%
HERE vs VOO
+12.1%
-83.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.7% |
| 7D | +4.6% | +2.6% | +2.0% | +1.0% |
| 30D | -1.9% | -2.0% | +0.1% | +0.6% |
| 3M | -14.5% | -2.8% | -11.7% | -11.3% |
| 6M | -50.2% | +2.2% | -52.3% | -51.5% |
| YTD | -68.9% | +11.5% | -80.4% | -73.7% |
| 1Y | -71.8% | +13.5% | -85.3% | -76.8% |
| All | -71.8% | +12.1% | -83.9% | -76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling