+429.6%
VOO vs HLT
+641.9%
-212.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -2.0% | -2.6% | +0.6% | -1.0% |
| 30D | -1.7% | -2.6% | +1.0% | -0.8% |
| 3M | +4.7% | -9.4% | +14.2% | +8.4% |
| 6M | +12.6% | +2.7% | +9.8% | +10.7% |
| YTD | +11.8% | +6.8% | +5.0% | +8.2% |
| 1Y | +17.5% | +12.4% | +5.2% | +11.2% |
| 3Y | +77.0% | +100.2% | -23.2% | +33.7% |
| 5Y | +82.6% | +143.7% | -61.2% | +25.8% |
| 10Y | +320.0% | +584.9% | -264.9% | +93.5% |
| All | +429.6% | +641.9% | -212.4% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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