-49.4%
HLLY vs VOO
+75.9%
-125.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.6% | -9.4% | -9.3% |
| 7D | -15.5% | -2.0% | -13.5% | -13.5% |
| 30D | -16.0% | -1.7% | -14.4% | -14.3% |
| 3M | +4.0% | +4.7% | -0.8% | -1.3% |
| 6M | -20.4% | +12.6% | -32.9% | -30.1% |
| YTD | -36.6% | +11.8% | -48.3% | -44.0% |
| 1Y | -12.4% | +17.5% | -29.9% | -26.9% |
| All | -49.4% | +75.9% | -125.3% | -77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling