-74.4%
HRTX vs VOO
+75.9%
-150.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.2% |
| 7D | -3.0% | -2.0% | -1.1% | -0.2% |
| 30D | 0.0% | -1.7% | +1.7% | +2.6% |
| 3M | -22.0% | +4.7% | -26.7% | -27.1% |
| 6M | -67.7% | +12.6% | -80.2% | -72.5% |
| YTD | -75.4% | +11.8% | -87.1% | -78.8% |
| 1Y | -74.8% | +17.5% | -92.3% | -79.7% |
| All | -74.4% | +75.9% | -150.3% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling