-43.0%
HGLB vs VOO
+12.1%
-55.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -10.8% | +2.6% | -13.4% | -12.5% |
| 30D | -22.4% | -2.0% | -20.4% | -21.1% |
| 3M | -32.3% | -2.8% | -29.5% | -30.7% |
| 6M | -34.2% | +2.2% | -36.4% | -35.2% |
| YTD | -39.7% | +11.5% | -51.2% | -45.2% |
| 1Y | -43.0% | +13.5% | -56.5% | -49.8% |
| All | -43.0% | +12.1% | -55.1% | -49.8% |
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