+46.4%
HAL vs VOO
+800.4%
-754.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.6% |
| 7D | +6.1% | +2.6% | +3.5% | +2.4% |
| 30D | +2.9% | -2.0% | +4.9% | +5.3% |
| 3M | +3.3% | -2.8% | +6.1% | +6.7% |
| 6M | -16.9% | +2.2% | -19.1% | -20.5% |
| YTD | +21.2% | +11.5% | +9.7% | +1.7% |
| 1Y | +27.5% | +13.5% | +14.1% | +4.3% |
| 3Y | -6.4% | +78.1% | -84.5% | -60.1% |
| 5Y | +58.0% | +73.1% | -15.1% | -31.7% |
| 10Y | -14.6% | +310.7% | -325.4% | -89.0% |
| All | +46.4% | +800.4% | -754.1% | -94.4% |
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