+24.7%
HRTS vs VOO
+14.7%
+10.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.4% |
| 7D | +5.6% | -0.7% | +6.3% | +5.9% |
| 30D | +11.0% | -1.1% | +12.1% | +11.4% |
| 3M | +9.3% | -0.3% | +9.7% | +9.4% |
| 6M | +18.6% | +7.4% | +11.3% | +13.4% |
| YTD | +12.9% | +13.4% | -0.5% | +3.1% |
| 1Y | +24.7% | +14.8% | +9.9% | +13.0% |
| All | +24.7% | +14.7% | +10.0% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling