+496.9%
HNRG vs VOO
+82.8%
+414.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.6% |
| 7D | -7.6% | -0.8% | -6.8% | -6.8% |
| 30D | -2.7% | -1.1% | -1.7% | -1.6% |
| 3M | -4.9% | +3.9% | -8.8% | -8.5% |
| 6M | -18.9% | +13.6% | -32.6% | -28.7% |
| YTD | -19.4% | +12.7% | -32.1% | -28.5% |
| 1Y | -10.3% | +17.6% | -27.9% | -23.5% |
| 3Y | +38.2% | +77.3% | -39.1% | -16.8% |
| All | +496.9% | +82.8% | +414.1% | +266.3% |
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