+95.9%
HFBL vs VOO
+20.9%
+75.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +11.5% | +0.1% | +11.5% | +11.5% |
| 3M | +34.2% | +2.0% | +32.2% | +34.0% |
| 6M | +37.0% | +13.0% | +23.9% | +33.5% |
| YTD | +47.5% | +13.6% | +33.9% | +44.0% |
| 1Y | +95.9% | +20.1% | +75.8% | +89.8% |
| All | +95.9% | +20.9% | +75.0% | +89.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling