+75.8%
VOO vs HL
+397.6%
-321.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -0.3% |
| 7D | -2.0% | -5.6% | +3.6% | -1.5% |
| 30D | -1.7% | +12.7% | -14.4% | -2.8% |
| 3M | +4.7% | +42.5% | -37.8% | +1.4% |
| 6M | +12.6% | -9.0% | +21.6% | +12.3% |
| YTD | +11.8% | +4.4% | +7.4% | +9.6% |
| 1Y | +17.5% | +82.7% | -65.1% | +9.4% |
| All | +75.8% | +397.6% | -321.8% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 3y: compounded portfolio wealth divided by compounded HL 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…
3y analysis · Full analysis span regression · 6 months rolling