+110.9%
HGER vs VOO
+80.9%
+30.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | +9.2% | -0.9% | +10.2% | +9.4% |
| 3M | +15.2% | +3.9% | +11.3% | +14.5% |
| 6M | +17.7% | +14.5% | +3.1% | +15.2% |
| YTD | +43.7% | +13.0% | +30.7% | +40.9% |
| 1Y | +51.2% | +19.4% | +31.8% | +46.9% |
| 3Y | +82.8% | +78.9% | +3.9% | +65.0% |
| All | +110.9% | +80.9% | +30.0% | +76.2% |
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