+25.1%
HBANL vs VOO
+100.1%
-75.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.7% | -2.0% | +1.3% | -0.2% |
| 30D | -0.9% | -1.7% | +0.8% | -0.4% |
| 3M | +1.2% | +4.7% | -3.5% | -0.1% |
| 6M | +2.4% | +12.6% | -10.2% | -1.1% |
| YTD | +1.9% | +11.8% | -9.9% | -1.4% |
| 1Y | +2.9% | +17.5% | -14.7% | -2.1% |
| 3Y | +25.5% | +77.0% | -51.5% | -7.4% |
| All | +25.1% | +100.1% | -75.0% | -23.0% |
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