+180.5%
HFBL vs VOO
+325.3%
-144.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -3.8% | -0.8% | -3.0% | -3.8% |
| 30D | +6.4% | -1.1% | +7.5% | +6.5% |
| 3M | +25.9% | +3.9% | +22.0% | +25.5% |
| 6M | +35.9% | +13.6% | +22.3% | +34.6% |
| YTD | +41.9% | +12.7% | +29.2% | +40.6% |
| 1Y | +89.0% | +17.6% | +71.4% | +86.7% |
| 3Y | +83.8% | +77.3% | +6.5% | +76.8% |
| 5Y | +55.0% | +84.1% | -29.1% | +47.7% |
| All | +180.5% | +325.3% | -144.8% | +155.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling