+10.0%
HVII vs VOO
+28.1%
-18.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.1% |
| 7D | +25.0% | -0.4% | +25.4% | +25.0% |
| 30D | +2.7% | -1.4% | +4.0% | +2.7% |
| 3M | +3.5% | +3.7% | -0.2% | +3.5% |
| 6M | +4.8% | +13.0% | -8.3% | +4.5% |
| YTD | +4.3% | +12.4% | -8.1% | +4.1% |
| 1Y | +6.1% | +18.6% | -12.5% | +5.8% |
| All | +10.0% | +28.1% | -18.1% | +9.7% |
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 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