+115.6%
HGER vs VOO
+79.0%
+36.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +2.6% | -2.0% | +4.5% | +2.9% |
| 30D | +8.9% | -1.7% | +10.6% | +9.2% |
| 3M | +20.4% | +4.7% | +15.7% | +19.5% |
| 6M | +20.3% | +12.6% | +7.8% | +18.1% |
| YTD | +46.9% | +11.8% | +35.1% | +44.3% |
| 1Y | +54.3% | +17.5% | +36.7% | +50.2% |
| 3Y | +86.9% | +77.0% | +9.9% | +68.9% |
| All | +115.6% | +79.0% | +36.6% | +80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling