+83.9%
HFBL vs VOO
+77.0%
+7.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.4% | +0.3% | 0.0% |
| 30D | +6.5% | -1.4% | +7.8% | +6.5% |
| 3M | +26.0% | +3.7% | +22.3% | +25.8% |
| 6M | +37.4% | +13.0% | +24.4% | +36.5% |
| YTD | +42.0% | +12.4% | +29.6% | +41.1% |
| 1Y | +91.1% | +18.6% | +72.5% | +89.7% |
| All | +83.9% | +77.0% | +7.0% | +124.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling