+459.4%
HXL vs VOO
+802.4%
-343.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.1% |
| 7D | -2.8% | -2.0% | -0.8% | -0.4% |
| 30D | -10.6% | -1.7% | -9.0% | -8.8% |
| 3M | -1.7% | +4.7% | -6.5% | -7.2% |
| 6M | +3.9% | +12.6% | -8.6% | -10.1% |
| YTD | +22.2% | +11.8% | +10.5% | +6.5% |
| 1Y | +46.3% | +17.5% | +28.7% | +19.7% |
| 3Y | +32.2% | +77.0% | -44.8% | -34.8% |
| 5Y | +68.2% | +82.6% | -14.4% | -20.2% |
| 10Y | +118.9% | +320.0% | -201.1% | -63.6% |
| All | +459.4% | +802.4% | -343.0% | -71.6% |
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