+211.7%
HLAL vs VOO
+185.0%
+26.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +0.2% | +2.0% | -1.8% | -1.6% |
| 6M | +17.5% | +13.0% | +4.4% | +4.4% |
| YTD | +18.3% | +13.6% | +4.7% | +4.7% |
| 1Y | +28.6% | +20.1% | +8.5% | +7.8% |
| 3Y | +70.9% | +77.6% | -6.6% | -1.6% |
| 5Y | +90.3% | +82.4% | +7.9% | +6.7% |
| All | +211.7% | +185.0% | +26.7% | +15.9% |
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