+148.6%
HG vs VOO
+81.7%
+66.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -1.2% | -1.1% | -0.1% | -0.8% |
| 3M | +9.2% | +3.9% | +5.3% | +7.3% |
| 6M | +21.9% | +13.6% | +8.2% | +14.2% |
| YTD | +33.7% | +12.7% | +21.0% | +25.5% |
| 1Y | +53.7% | +17.6% | +36.1% | +40.9% |
| All | +148.6% | +81.7% | +66.9% | +91.6% |
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