+19.3%
HRZN vs VOO
+325.3%
-306.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.3% |
| 7D | +1.2% | -0.8% | +2.0% | +1.9% |
| 30D | +0.4% | -1.1% | +1.5% | +1.4% |
| 3M | +13.6% | +3.9% | +9.8% | +10.0% |
| 6M | +27.7% | +13.6% | +14.1% | +14.7% |
| YTD | -13.2% | +12.7% | -26.0% | -21.6% |
| 1Y | -13.9% | +17.6% | -31.5% | -25.0% |
| 3Y | -34.2% | +77.3% | -111.6% | -61.1% |
| 5Y | -42.7% | +84.1% | -126.9% | -67.7% |
| All | +19.3% | +325.3% | -306.0% | -71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling