+402.0%
HLIO vs VOO
+812.0%
-409.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | +1.4% | +0.5% | +0.8% | +0.6% |
| 30D | -14.4% | -0.9% | -13.4% | -13.2% |
| 3M | -14.5% | +3.9% | -18.4% | -18.8% |
| 6M | +10.2% | +14.5% | -4.3% | -8.6% |
| YTD | +34.1% | +13.0% | +21.2% | +13.5% |
| 1Y | +30.0% | +19.4% | +10.6% | +1.9% |
| 3Y | +26.9% | +78.9% | -52.0% | -42.8% |
| 5Y | -12.8% | +82.3% | -95.0% | -61.9% |
| 10Y | +150.4% | +314.2% | -163.8% | -69.4% |
| All | +402.0% | +812.0% | -409.9% | -87.2% |
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