+230.8%
HEZU vs VOO
+370.0%
-139.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -1.3% | -0.8% | -0.5% | -0.6% |
| 30D | -3.7% | -1.1% | -2.6% | -2.8% |
| 3M | +1.2% | +3.9% | -2.7% | -2.2% |
| 6M | +11.4% | +13.6% | -2.2% | -0.3% |
| YTD | +13.4% | +12.7% | +0.7% | +2.3% |
| 1Y | +21.6% | +17.6% | +4.0% | +5.6% |
| 3Y | +68.4% | +77.3% | -8.9% | +0.7% |
| 5Y | +81.2% | +84.1% | -2.9% | +3.6% |
| 10Y | +214.0% | +323.5% | -109.6% | -24.3% |
| All | +230.8% | +370.0% | -139.2% | -26.9% |
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