+109.7%
HAL vs VOO
+82.3%
+27.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.2% |
| 7D | +0.5% | +0.5% | -0.1% | 0.0% |
| 30D | +15.9% | -0.9% | +16.9% | +16.8% |
| 3M | -8.7% | +3.9% | -12.6% | -12.2% |
| 6M | +9.0% | +14.5% | -5.5% | -4.7% |
| YTD | +32.0% | +13.0% | +19.1% | +16.9% |
| 1Y | +72.5% | +19.4% | +53.0% | +44.5% |
| 3Y | -4.5% | +78.9% | -83.4% | -45.0% |
| 5Y | +109.7% | +82.3% | +27.4% | +18.8% |
| All | +109.7% | +82.3% | +27.4% | +18.8% |
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