+184.7%
HRL vs VOO
+817.1%
-632.4%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -14.6% | +0.1% | -14.7% | -14.7% |
| 3M | -6.4% | +2.0% | -8.4% | -7.4% |
| 6M | -9.5% | +13.0% | -22.6% | -14.5% |
| YTD | -5.5% | +13.6% | -19.1% | -11.0% |
| 1Y | -10.2% | +20.1% | -30.3% | -17.5% |
| 3Y | -36.5% | +77.6% | -114.1% | -52.1% |
| 5Y | -40.3% | +82.4% | -122.8% | -56.3% |
| 10Y | -26.6% | +316.8% | -343.4% | -68.9% |
| All | +184.7% | +817.1% | -632.4% | -26.0% |
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