-74.6%
HLLY vs VOO
+125.7%
-200.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.5% |
| 7D | +18.1% | +2.6% | +15.5% | +15.2% |
| 30D | 0.0% | -2.0% | +2.0% | +4.0% |
| 3M | -17.1% | -2.8% | -14.3% | -12.9% |
| 6M | -7.8% | +2.2% | -10.0% | -8.0% |
| YTD | -40.0% | +11.5% | -51.5% | -45.2% |
| 1Y | -36.4% | +13.5% | -49.9% | -42.9% |
| 3Y | -33.3% | +78.1% | -111.4% | -61.6% |
| 5Y | -81.3% | +73.1% | -154.4% | -89.5% |
| All | -74.6% | +125.7% | -200.3% | -85.6% |
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 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