-20.5%
HLNE vs VOO
+14.7%
-35.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.6% | +5.1% |
| 7D | +14.8% | -0.7% | +15.6% | +15.9% |
| 30D | +8.8% | -1.1% | +9.8% | +10.1% |
| 3M | -5.9% | -0.3% | -5.5% | -5.5% |
| 6M | +5.7% | +7.4% | -1.6% | -2.3% |
| YTD | -27.9% | +13.4% | -41.2% | -36.4% |
| 1Y | -20.5% | +14.8% | -35.3% | -30.5% |
| All | -20.5% | +14.7% | -35.1% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling