+241.9%
HRTG vs VOO
+400.2%
-158.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +12.3% | +0.1% | +12.2% | +12.2% |
| 3M | +60.0% | +2.0% | +58.0% | +56.7% |
| 6M | +20.4% | +13.0% | +7.4% | +8.2% |
| YTD | +16.0% | +13.6% | +2.4% | +3.8% |
| 1Y | +38.7% | +20.1% | +18.7% | +18.4% |
| 3Y | +540.6% | +77.6% | +463.0% | +292.9% |
| 5Y | +432.7% | +82.4% | +350.2% | +216.5% |
| 10Y | +179.2% | +316.8% | -137.7% | -15.8% |
| All | +241.9% | +400.2% | -158.3% | -12.8% |
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