-12.4%
HLI vs VOO
+14.7%
-27.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +3.8% |
| 7D | +12.1% | -0.7% | +12.9% | +12.7% |
| 30D | +21.4% | -1.1% | +22.5% | +22.4% |
| 3M | +20.8% | -0.3% | +21.1% | +21.0% |
| 6M | +3.5% | +7.4% | -3.9% | -2.2% |
| YTD | -10.3% | +13.4% | -23.7% | -19.1% |
| 1Y | -12.4% | +14.8% | -27.2% | -21.9% |
| All | -12.4% | +14.7% | -27.1% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling