+204.0%
HURN vs VOO
+81.3%
+122.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -5.5% | -2.0% | -3.5% | -4.5% |
| 30D | -2.2% | -1.7% | -0.5% | -1.4% |
| 3M | +36.5% | +4.7% | +31.8% | +32.4% |
| 6M | +10.7% | +12.6% | -1.9% | +2.4% |
| YTD | -13.6% | +11.8% | -25.3% | -19.7% |
| 1Y | +9.7% | +17.5% | -7.8% | -1.2% |
| 3Y | +50.5% | +77.0% | -26.4% | +7.6% |
| All | +204.0% | +81.3% | +122.8% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling