+567.0%
HFBL vs VOO
+812.0%
-245.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.8% |
| 7D | +2.9% | +0.5% | +2.3% | +2.8% |
| 30D | +6.4% | -0.9% | +7.3% | +6.4% |
| 3M | +25.9% | +3.9% | +22.0% | +25.6% |
| 6M | +31.4% | +14.5% | +16.8% | +30.2% |
| YTD | +41.9% | +13.0% | +28.9% | +40.7% |
| 1Y | +91.0% | +19.4% | +71.5% | +88.7% |
| 3Y | +83.5% | +78.9% | +4.7% | +76.9% |
| 5Y | +60.9% | +82.3% | -21.4% | +54.2% |
| 10Y | +180.1% | +314.2% | -134.1% | +152.3% |
| All | +567.0% | +812.0% | -245.0% | +575.9% |
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