+196.4%
HRL vs VOO
+800.4%
-604.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | +0.6% | +2.6% | -1.9% | -0.4% |
| 30D | +11.5% | -2.0% | +13.5% | +12.3% |
| 3M | -8.2% | -2.8% | -5.5% | -7.3% |
| 6M | +14.0% | +2.2% | +11.8% | +12.5% |
| YTD | -1.6% | +11.5% | -13.1% | -6.7% |
| 1Y | +2.9% | +13.5% | -10.6% | -3.2% |
| 3Y | -22.4% | +78.1% | -100.5% | -41.6% |
| 5Y | -39.1% | +73.1% | -112.2% | -54.2% |
| 10Y | -15.8% | +310.7% | -326.5% | -64.2% |
| All | +196.4% | +800.4% | -604.0% | -22.4% |
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