-77.8%
HLF vs VOO
+82.8%
-160.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -3.0% |
| 7D | -2.9% | -0.8% | -2.1% | -2.2% |
| 30D | +2.8% | -1.1% | +3.9% | +4.0% |
| 3M | -1.5% | +3.9% | -5.4% | -5.2% |
| 6M | -23.6% | +13.6% | -37.3% | -32.6% |
| YTD | -6.7% | +12.7% | -19.5% | -17.0% |
| 1Y | +28.6% | +17.6% | +11.0% | +9.7% |
| 3Y | -16.4% | +77.3% | -93.7% | -53.1% |
| All | -77.8% | +82.8% | -160.7% | -88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling