+82.4%
HLIT vs VOO
+807.8%
-725.5%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.8% |
| 7D | +0.1% | -0.4% | +0.4% | +0.5% |
| 30D | +1.7% | -1.4% | +3.1% | +3.5% |
| 3M | -12.0% | +3.7% | -15.7% | -15.2% |
| 6M | +24.1% | +13.0% | +11.0% | +9.0% |
| YTD | +19.3% | +12.4% | +6.9% | +5.7% |
| 1Y | +19.1% | +18.6% | +0.5% | -0.6% |
| 3Y | +15.9% | +78.1% | -62.1% | -38.8% |
| 5Y | +31.7% | +82.3% | -50.6% | -32.3% |
| 10Y | +144.8% | +322.5% | -177.7% | -58.7% |
| All | +82.4% | +807.8% | -725.5% | -90.8% |
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