+589.6%
HURN vs VOO
+812.0%
-222.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.4% | -4.4% |
| 7D | -6.2% | +0.5% | -6.8% | -6.6% |
| 30D | -2.9% | -0.9% | -2.0% | -2.1% |
| 3M | +34.6% | +3.9% | +30.8% | +29.0% |
| 6M | +1.9% | +14.5% | -12.6% | -11.0% |
| YTD | -14.6% | +13.0% | -27.6% | -24.6% |
| 1Y | +6.0% | +19.4% | -13.4% | -11.0% |
| 3Y | +48.7% | +78.9% | -30.1% | -13.8% |
| 5Y | +203.0% | +82.3% | +120.7% | +68.6% |
| 10Y | +134.7% | +314.2% | -179.5% | -43.1% |
| All | +589.6% | +812.0% | -222.4% | -43.4% |
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