-83.9%
HERE vs VOO
+102.9%
-186.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | +2.2% | +0.5% | +1.6% | +1.6% |
| 30D | 0.0% | -0.9% | +0.9% | +0.9% |
| 3M | +23.5% | +3.9% | +19.6% | +18.4% |
| 6M | -58.1% | +14.5% | -72.6% | -62.8% |
| YTD | -63.0% | +13.0% | -76.0% | -66.7% |
| 1Y | -77.2% | +19.4% | -96.6% | -80.4% |
| 3Y | -69.5% | +78.9% | -148.4% | -77.5% |
| All | -83.9% | +102.9% | -186.9% | -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 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