+580.5%
HLI vs VOO
+325.3%
+255.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.2% |
| 7D | -0.4% | -0.8% | +0.4% | +0.2% |
| 30D | +11.3% | -1.1% | +12.3% | +12.3% |
| 3M | +1.3% | +3.9% | -2.6% | -1.9% |
| 6M | -5.7% | +13.6% | -19.3% | -15.0% |
| YTD | -20.5% | +12.7% | -33.2% | -27.8% |
| 1Y | -33.2% | +17.6% | -50.8% | -41.4% |
| 3Y | +35.6% | +77.3% | -41.7% | -12.8% |
| 5Y | +68.6% | +84.1% | -15.5% | +5.4% |
| All | +580.5% | +325.3% | +255.2% | +99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling