+25.3%
HBANL vs VOO
+101.8%
-76.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | -0.4% | -1.1% | +0.7% | -0.1% |
| 3M | +1.3% | +3.9% | -2.6% | +0.2% |
| 6M | +3.1% | +13.6% | -10.5% | -0.6% |
| YTD | +2.0% | +12.7% | -10.7% | -1.5% |
| 1Y | +3.0% | +17.6% | -14.5% | -1.9% |
| 3Y | +24.1% | +77.3% | -53.2% | -8.1% |
| All | +25.3% | +101.8% | -76.5% | -23.1% |
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