+5.0%
HESM vs VOO
+21.4%
-16.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.3% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +0.9% | +0.2% | +0.7% | +1.0% |
| 3M | +5.7% | +2.8% | +2.9% | +6.3% |
| 6M | +5.1% | +14.3% | -9.1% | +6.0% |
| YTD | +22.9% | +14.0% | +8.9% | +23.9% |
| All | +5.0% | +21.4% | -16.3% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling