-36.5%
HRL vs VOO
+77.0%
-113.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | -4.9% | -0.4% | -4.5% | -4.9% |
| 30D | -15.1% | -1.4% | -13.7% | -15.0% |
| 3M | -11.5% | +3.7% | -15.2% | -11.8% |
| 6M | -9.9% | +13.0% | -22.9% | -11.0% |
| YTD | -8.0% | +12.4% | -20.5% | -9.1% |
| 1Y | -13.5% | +18.6% | -32.1% | -15.2% |
| All | -36.5% | +77.0% | -113.5% | -46.1% |
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