+169.2%
HR vs VOO
+800.4%
-631.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +1.9% | +2.6% | -0.7% | +0.1% |
| 30D | +14.8% | -2.0% | +16.8% | +16.1% |
| 3M | +1.8% | -2.8% | +4.6% | +3.5% |
| 6M | -2.8% | +2.2% | -4.9% | -4.9% |
| YTD | +19.8% | +11.5% | +8.3% | +9.8% |
| 1Y | +12.3% | +13.5% | -1.2% | +1.6% |
| 3Y | +68.1% | +78.1% | -9.9% | +7.2% |
| 5Y | +6.2% | +73.1% | -67.0% | -31.6% |
| 10Y | +68.3% | +310.7% | -242.5% | -45.8% |
| All | +169.2% | +800.4% | -631.3% | -61.4% |
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