-76.0%
HMR vs VOO
+27.2%
-103.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.8% | +14.5% | +15.0% |
| 7D | +7.5% | -0.8% | +8.3% | +7.9% |
| 30D | +8.3% | -1.1% | +9.4% | +8.8% |
| 3M | -2.1% | +3.9% | -5.9% | -3.3% |
| 6M | +49.7% | +13.6% | +36.1% | +44.3% |
| YTD | +82.6% | +12.7% | +69.9% | +76.2% |
| 1Y | +24.9% | +17.6% | +7.3% | +19.5% |
| All | -76.0% | +27.2% | -103.2% | -89.9% |
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