+30.0%
HERZ vs VOO
+309.6%
-279.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | +0.2% | +2.6% | -2.4% | -2.0% |
| 30D | -11.9% | -2.0% | -10.0% | -10.6% |
| 3M | -17.5% | -2.8% | -14.8% | -15.8% |
| 6M | -23.0% | +2.2% | -25.2% | -24.7% |
| YTD | -35.9% | +11.5% | -47.4% | -41.9% |
| 1Y | +6.3% | +13.5% | -7.2% | -5.3% |
| 3Y | +52.4% | +78.1% | -25.7% | -9.8% |
| 5Y | -19.6% | +73.1% | -92.8% | -51.9% |
| All | +30.0% | +309.6% | -279.6% | -61.0% |
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