+89.8%
HNRG vs VOO
+810.0%
-720.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.5% |
| 7D | -7.6% | -0.8% | -6.8% | -6.9% |
| 30D | -2.7% | -1.1% | -1.7% | -1.7% |
| 3M | -4.9% | +3.9% | -8.8% | -8.2% |
| 6M | -18.9% | +13.6% | -32.6% | -28.2% |
| YTD | -19.4% | +12.7% | -32.1% | -28.1% |
| 1Y | -10.3% | +17.6% | -27.9% | -22.9% |
| 3Y | +38.2% | +77.3% | -39.1% | -17.9% |
| 5Y | +501.6% | +84.1% | +417.4% | +241.0% |
| 10Y | +142.2% | +323.5% | -181.4% | -37.2% |
| All | +89.8% | +810.0% | -720.2% | -82.2% |
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