+21.8%
HRI vs VOO
+79.1%
-57.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +4.7% |
| 7D | +4.2% | +0.5% | +3.7% | +3.2% |
| 30D | -12.4% | -0.9% | -11.5% | -11.0% |
| 3M | +1.3% | +3.9% | -2.6% | -4.7% |
| 6M | +23.0% | +14.5% | +8.5% | -1.5% |
| YTD | 0.0% | +13.0% | -12.9% | -17.8% |
| 1Y | +8.0% | +19.4% | -11.4% | -19.0% |
| 3Y | +21.8% | +78.9% | -57.1% | -53.9% |
| All | +21.8% | +79.1% | -57.4% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling