+239.1%
HRTG vs VOO
+391.1%
-151.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.4% | +2.6% | -1.2% | -0.6% |
| 30D | -7.2% | -2.0% | -5.2% | -5.8% |
| 3M | +1.2% | -2.8% | +4.0% | +3.3% |
| 6M | +53.0% | +2.2% | +50.8% | +49.2% |
| YTD | +15.1% | +11.5% | +3.6% | +4.3% |
| 1Y | +9.2% | +13.5% | -4.3% | -2.4% |
| 3Y | +369.1% | +78.1% | +291.0% | +186.8% |
| 5Y | +429.1% | +73.1% | +355.9% | +227.7% |
| 10Y | +176.6% | +310.7% | -134.2% | -15.9% |
| All | +239.1% | +391.1% | -151.9% | -12.4% |
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