+445.7%
HRTG vs VOO
+81.4%
+364.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.8% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | +4.1% | -1.4% | +5.5% | +5.1% |
| 3M | +57.5% | +3.7% | +53.8% | +53.0% |
| 6M | +25.7% | +13.0% | +12.7% | +14.0% |
| YTD | +16.4% | +12.4% | +3.9% | +5.9% |
| 1Y | +43.0% | +18.6% | +24.4% | +24.6% |
| 3Y | +619.9% | +78.1% | +541.8% | +352.0% |
| All | +445.7% | +81.4% | +364.3% | +231.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling