+2.0%
HROW vs VOO
+807.8%
-805.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -3.8% | -0.4% | -3.5% | -3.6% |
| 30D | -7.7% | -1.4% | -6.4% | -6.8% |
| 3M | +12.2% | +3.7% | +8.5% | +8.9% |
| 6M | +6.8% | +13.0% | -6.2% | -2.5% |
| YTD | -23.4% | +12.4% | -35.8% | -29.6% |
| 1Y | -4.5% | +18.6% | -23.0% | -15.3% |
| 3Y | +153.0% | +78.1% | +75.0% | +75.0% |
| 5Y | +264.9% | +82.3% | +182.7% | +146.8% |
| 10Y | +815.9% | +322.5% | +493.3% | +343.6% |
| All | +2.0% | +807.8% | -805.8% | -50.9% |
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 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