+15.8%
HOLA vs VOO
+23.8%
-8.0%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -0.3% | -0.4% | +0.1% | -0.1% |
| 30D | -1.1% | -1.4% | +0.3% | -0.3% |
| 3M | +3.9% | +3.7% | +0.2% | +1.7% |
| 6M | +5.8% | +13.0% | -7.3% | -1.3% |
| YTD | +7.7% | +12.4% | -4.8% | +0.6% |
| 1Y | +13.9% | +18.6% | -4.7% | +3.4% |
| All | +15.8% | +23.8% | -8.0% | +2.7% |
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