+349.0%
HRI vs VOO
+325.3%
+23.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -2.3% |
| 7D | 0.0% | -0.8% | +0.8% | +1.4% |
| 30D | -15.9% | -1.1% | -14.9% | -14.3% |
| 3M | -0.6% | +3.9% | -4.5% | -7.0% |
| 6M | +23.3% | +13.6% | +9.7% | -1.4% |
| YTD | -3.6% | +12.7% | -16.3% | -21.6% |
| 1Y | +11.2% | +17.6% | -6.3% | -16.0% |
| 3Y | +16.5% | +77.3% | -60.8% | -57.0% |
| 5Y | +20.6% | +84.1% | -63.5% | -57.1% |
| All | +349.0% | +325.3% | +23.7% | -60.0% |
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