+53.3%
HERZ vs VOO
+315.3%
-262.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.9% |
| 7D | +0.9% | -0.4% | +1.2% | +1.1% |
| 30D | +1.7% | -1.4% | +3.1% | +2.9% |
| 3M | -0.5% | +3.7% | -4.2% | -3.6% |
| 6M | +5.1% | +13.0% | -8.0% | -5.5% |
| YTD | -23.2% | +12.4% | -35.6% | -30.7% |
| 1Y | +24.4% | +18.6% | +5.8% | +6.8% |
| 3Y | +24.7% | +78.1% | -53.3% | -26.0% |
| 5Y | +1.9% | +82.3% | -80.3% | -41.8% |
| 10Y | +53.3% | +322.5% | -269.2% | -56.5% |
| All | +53.3% | +315.3% | -262.0% | -56.5% |
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