+52.8%
HGER vs VOO
+18.2%
+34.6%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.8% |
| 7D | +2.1% | -0.8% | +2.8% | +2.0% |
| 30D | +7.2% | -1.1% | +8.2% | +7.1% |
| 3M | +19.2% | +3.9% | +15.3% | +19.3% |
| 6M | +17.0% | +13.6% | +3.3% | +18.4% |
| YTD | +45.6% | +12.7% | +32.9% | +47.3% |
| 1Y | +52.8% | +17.6% | +35.2% | +53.6% |
| All | +52.8% | +18.2% | +34.6% | +53.6% |
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 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