+65.1%
HERZ vs VOO
+777.9%
-712.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -4.0% | -2.7% | -1.3% | -1.8% |
| 30D | -9.9% | -5.4% | -4.5% | -5.7% |
| 3M | -13.3% | -4.1% | -9.3% | -10.5% |
| 6M | -21.8% | +0.7% | -22.5% | -22.7% |
| YTD | -36.0% | +8.7% | -44.7% | -40.9% |
| 1Y | +7.9% | +11.0% | -3.0% | -2.3% |
| 3Y | +38.8% | +75.5% | -36.6% | -17.2% |
| 5Y | -18.2% | +68.4% | -86.5% | -50.2% |
| 10Y | +31.5% | +315.7% | -284.2% | -65.2% |
| All | +65.1% | +777.9% | -712.8% | -77.1% |
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