+67.5%
HXL vs VOO
+82.8%
-15.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +2.3% |
| 7D | +0.8% | -0.8% | +1.6% | +1.7% |
| 30D | -9.4% | -1.1% | -8.3% | -8.3% |
| 3M | -4.6% | +3.9% | -8.5% | -8.6% |
| 6M | +10.0% | +13.6% | -3.6% | -4.3% |
| YTD | +26.2% | +12.7% | +13.5% | +10.7% |
| 1Y | +49.4% | +17.6% | +31.8% | +25.0% |
| 3Y | +35.8% | +77.3% | -41.5% | -27.1% |
| All | +67.5% | +82.8% | -15.3% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling