+425.4%
HRI vs VOO
+817.1%
-391.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.1% |
| 7D | -6.0% | +0.1% | -6.1% | -6.1% |
| 30D | -16.1% | +0.1% | -16.2% | -16.2% |
| 3M | +0.8% | +2.0% | -1.2% | -2.5% |
| 6M | +3.2% | +13.0% | -9.8% | -16.6% |
| YTD | -3.6% | +13.6% | -17.2% | -22.7% |
| 1Y | +11.4% | +20.1% | -8.7% | -19.1% |
| 3Y | +11.4% | +77.6% | -66.1% | -59.1% |
| 5Y | +18.3% | +82.4% | -64.2% | -57.4% |
| 10Y | +347.5% | +316.8% | +30.7% | -58.0% |
| All | +425.4% | +817.1% | -391.7% | -88.0% |
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 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