+286.7%
HL vs VOO
+812.0%
-525.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | +7.1% | +0.5% | +6.5% | +6.5% |
| 30D | +21.4% | -0.9% | +22.4% | +22.9% |
| 3M | +37.4% | +3.9% | +33.5% | +32.7% |
| 6M | +0.4% | +14.5% | -14.1% | -12.0% |
| YTD | +6.7% | +13.0% | -6.3% | -4.7% |
| 1Y | +102.4% | +19.4% | +82.9% | +71.1% |
| 3Y | +417.4% | +78.9% | +338.5% | +184.0% |
| 5Y | +243.3% | +82.3% | +161.0% | +85.0% |
| 10Y | +242.6% | +314.2% | -71.7% | -22.8% |
| All | +286.7% | +812.0% | -525.3% | -72.8% |
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 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