-5.3%
HLX vs VOO
+76.8%
-82.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.7% |
| 7D | +6.0% | -0.5% | +6.5% | +6.6% |
| 30D | +10.6% | +2.5% | +8.1% | +7.5% |
| 3M | +10.9% | +0.7% | +10.2% | +9.8% |
| 6M | +15.3% | +11.6% | +3.7% | +0.3% |
| YTD | +69.1% | +12.3% | +56.7% | +45.9% |
| 1Y | +60.8% | +19.5% | +41.4% | +27.9% |
| All | -5.3% | +76.8% | -82.1% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling