-8.4%
HLF vs VOO
+812.0%
-820.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | +7.9% | +0.5% | +7.4% | +7.3% |
| 30D | +0.6% | -0.9% | +1.6% | +1.6% |
| 3M | +9.6% | +3.9% | +5.7% | +5.7% |
| 6M | -19.7% | +14.5% | -34.2% | -29.2% |
| YTD | -3.6% | +13.0% | -16.5% | -13.8% |
| 1Y | +25.8% | +19.4% | +6.4% | +6.5% |
| 3Y | -14.7% | +78.9% | -93.6% | -51.0% |
| 5Y | -77.0% | +82.3% | -159.3% | -87.0% |
| 10Y | -60.0% | +314.2% | -374.2% | -90.4% |
| All | -8.4% | +812.0% | -820.4% | -91.3% |
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