+75.1%
HYLS vs VOO
+537.8%
-462.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -0.4% | +2.6% | -3.0% | -1.0% |
| 30D | +1.0% | -2.0% | +3.0% | +1.5% |
| 3M | -1.3% | -2.8% | +1.5% | -0.7% |
| 6M | +0.1% | +2.2% | -2.1% | -0.5% |
| YTD | +0.1% | +11.5% | -11.4% | -2.5% |
| 1Y | +1.4% | +13.5% | -12.0% | -1.6% |
| 3Y | +21.5% | +78.1% | -56.5% | +5.9% |
| 5Y | +14.4% | +73.1% | -58.7% | -0.5% |
| 10Y | +51.4% | +310.7% | -259.4% | +9.3% |
| All | +75.1% | +537.8% | -462.7% | +20.4% |
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