-68.7%
HLLY vs VOO
+129.9%
-198.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.2% |
| 7D | +4.5% | +0.1% | +4.3% | +4.4% |
| 30D | +0.3% | +0.1% | +0.3% | +0.3% |
| 3M | +16.4% | +2.0% | +14.4% | +14.0% |
| 6M | -11.8% | +13.0% | -24.9% | -22.1% |
| YTD | -26.2% | +13.6% | -39.7% | -35.1% |
| 1Y | -23.0% | +20.1% | -43.1% | -36.0% |
| 3Y | -47.4% | +77.6% | -125.0% | -70.2% |
| 5Y | -73.3% | +82.4% | -155.8% | -85.7% |
| All | -68.7% | +129.9% | -198.6% | -83.0% |
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