-84.2%
HERE vs VOO
+102.0%
-186.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.4% |
| 30D | -3.1% | -1.4% | -1.7% | -1.8% |
| 3M | +4.5% | +3.7% | +0.8% | +0.4% |
| 6M | -57.8% | +13.0% | -70.9% | -62.1% |
| YTD | -63.6% | +12.4% | -76.0% | -67.1% |
| 1Y | -78.9% | +18.6% | -97.5% | -81.8% |
| 3Y | -70.0% | +78.1% | -148.1% | -77.7% |
| All | -84.2% | +102.0% | -186.2% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling