+664.8%
HLI vs VOO
+338.7%
+326.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -0.7% | -2.0% | +1.3% | +0.9% |
| 30D | +9.0% | -1.7% | +10.6% | +10.4% |
| 3M | +0.5% | +4.7% | -4.2% | -3.2% |
| 6M | -5.7% | +12.6% | -18.2% | -14.2% |
| YTD | -20.8% | +11.8% | -32.6% | -27.6% |
| 1Y | -31.2% | +17.5% | -48.7% | -39.5% |
| 3Y | +36.4% | +77.0% | -40.6% | -11.8% |
| 5Y | +67.8% | +82.6% | -14.8% | +6.1% |
| 10Y | +585.4% | +320.0% | +265.4% | +134.1% |
| All | +664.8% | +338.7% | +326.1% | +150.8% |
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 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