-74.8%
HLLY vs VOO
+81.6%
-156.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.9% |
| 7D | -0.7% | -0.4% | -0.3% | -0.2% |
| 30D | -7.6% | -1.4% | -6.2% | -6.2% |
| 3M | +11.1% | +3.7% | +7.3% | +6.7% |
| 6M | -12.1% | +13.0% | -25.1% | -22.9% |
| YTD | -29.5% | +12.4% | -42.0% | -37.9% |
| 1Y | -20.7% | +18.6% | -39.3% | -34.1% |
| 3Y | -44.7% | +78.1% | -122.7% | -70.3% |
| 5Y | -74.8% | +82.3% | -157.1% | -87.1% |
| All | -74.8% | +81.6% | -156.4% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling