+537.6%
HLNE vs VOO
+274.6%
+263.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.8% |
| 7D | -6.9% | -0.8% | -6.1% | -6.0% |
| 30D | -7.1% | -1.1% | -6.0% | -5.8% |
| 3M | +22.8% | +3.9% | +18.9% | +17.8% |
| 6M | -1.0% | +13.6% | -14.6% | -14.7% |
| YTD | -27.6% | +12.7% | -40.3% | -36.9% |
| 1Y | -36.3% | +17.6% | -53.9% | -47.3% |
| 3Y | +11.2% | +77.3% | -66.1% | -41.3% |
| 5Y | +20.4% | +84.1% | -63.7% | -38.0% |
| All | +537.6% | +274.6% | +263.0% | +66.8% |
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