+543.2%
HFBL vs VOO
+800.4%
-257.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.4% | +7.5% | +7.1% |
| 7D | +4.1% | +2.6% | +1.6% | +4.0% |
| 30D | -0.3% | -2.0% | +1.6% | -0.2% |
| 3M | +0.4% | -2.8% | +3.2% | +0.6% |
| 6M | +22.9% | +2.2% | +20.7% | +22.7% |
| YTD | +36.8% | +11.5% | +25.3% | +35.8% |
| 1Y | +61.5% | +13.5% | +48.0% | +60.1% |
| 3Y | +99.2% | +78.1% | +21.1% | +92.0% |
| 5Y | +43.2% | +73.1% | -30.0% | +37.6% |
| 10Y | +158.7% | +310.7% | -152.1% | +133.1% |
| All | +543.2% | +800.4% | -257.3% | +552.2% |
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