+166.9%
HR vs VOO
+803.9%
-636.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +1.7% | +3.3% | -1.5% | -0.5% |
| 30D | +12.7% | -2.7% | +15.3% | +14.6% |
| 3M | +1.0% | -1.7% | +2.7% | +1.9% |
| 6M | -2.4% | +3.1% | -5.5% | -5.2% |
| YTD | +18.8% | +11.9% | +6.9% | +8.6% |
| 1Y | +10.5% | +12.1% | -1.6% | +0.9% |
| 3Y | +63.8% | +78.6% | -14.8% | +4.3% |
| 5Y | +5.3% | +73.8% | -68.5% | -32.3% |
| 10Y | +66.9% | +312.3% | -245.4% | -46.4% |
| All | +166.9% | +803.9% | -636.9% | -61.8% |
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 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