+11.5%
HR vs VOO
+81.6%
-70.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -2.0% | -0.4% | -1.7% | -1.8% |
| 30D | -2.5% | -1.4% | -1.1% | -1.8% |
| 3M | -6.1% | +3.7% | -9.8% | -8.1% |
| 6M | +5.1% | +13.0% | -7.9% | -2.2% |
| YTD | +15.8% | +12.4% | +3.4% | +8.0% |
| 1Y | +6.5% | +18.6% | -12.1% | -3.9% |
| 3Y | +38.7% | +78.1% | -39.4% | -4.8% |
| 5Y | +11.5% | +82.3% | -70.8% | -25.9% |
| All | +11.5% | +81.6% | -70.1% | -25.9% |
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