-6.5%
HGLB vs VOO
+202.9%
-209.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -10.8% | +2.6% | -13.4% | -12.2% |
| 30D | -22.4% | -2.0% | -20.4% | -21.5% |
| 3M | -32.3% | -2.8% | -29.5% | -31.1% |
| 6M | -34.2% | +2.2% | -36.4% | -35.1% |
| YTD | -39.7% | +11.5% | -51.2% | -43.4% |
| 1Y | -43.0% | +13.5% | -56.5% | -47.0% |
| 3Y | -3.5% | +78.1% | -81.6% | -31.0% |
| 5Y | -5.7% | +73.1% | -78.8% | -32.3% |
| All | -6.5% | +202.9% | -209.4% | -48.9% |
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