+55.8%
HYLB vs VOO
+294.7%
-238.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | 0.0% | -1.4% | +1.4% | +0.5% |
| 3M | +0.8% | +3.7% | -2.9% | -0.5% |
| 6M | +1.7% | +13.0% | -11.3% | -2.6% |
| YTD | +2.2% | +12.4% | -10.2% | -2.0% |
| 1Y | +4.1% | +18.6% | -14.4% | -2.1% |
| 3Y | +27.2% | +78.1% | -50.8% | +2.5% |
| 5Y | +20.5% | +82.3% | -61.8% | -4.8% |
| All | +55.8% | +294.7% | -238.9% | -6.1% |
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 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