-79.2%
HMR vs VOO
+26.2%
-105.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -7.5% | -2.0% | -5.5% | -6.7% |
| 30D | -6.1% | -1.7% | -4.4% | -5.4% |
| 3M | -19.0% | +4.7% | -23.7% | -20.3% |
| 6M | +27.2% | +12.6% | +14.6% | +22.9% |
| YTD | +58.4% | +11.8% | +46.6% | +53.3% |
| 1Y | +6.9% | +17.5% | -10.6% | +2.5% |
| All | -79.2% | +26.2% | -105.3% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling