+76.9%
HYLS vs VOO
+549.6%
-472.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +0.7% | +2.0% | -1.3% | +0.2% |
| 6M | +1.7% | +13.0% | -11.3% | -1.1% |
| YTD | +1.1% | +13.6% | -12.5% | -1.8% |
| 1Y | +2.8% | +20.1% | -17.3% | -1.5% |
| 3Y | +23.1% | +77.6% | -54.5% | +7.4% |
| 5Y | +15.2% | +82.4% | -67.2% | -0.9% |
| 10Y | +49.6% | +316.8% | -267.3% | +7.7% |
| All | +76.9% | +549.6% | -472.7% | +21.2% |
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