+33.6%
HR vs VOO
+321.7%
-288.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -2.0% | -2.0% | 0.0% | -0.7% |
| 30D | -1.4% | -1.7% | +0.3% | -0.3% |
| 3M | -6.6% | +4.7% | -11.3% | -9.7% |
| 6M | +4.8% | +12.6% | -7.8% | -3.6% |
| YTD | +15.6% | +11.8% | +3.9% | +6.7% |
| 1Y | +8.4% | +17.5% | -9.2% | -3.6% |
| 3Y | +38.4% | +77.0% | -38.5% | -9.3% |
| 5Y | +11.1% | +82.6% | -71.5% | -29.8% |
| All | +33.6% | +321.7% | -288.1% | -52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling