-81.6%
BHST vs VOO
+115.2%
-196.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.3% |
| 7D | +3.9% | -2.0% | +5.9% | +5.4% |
| 30D | -9.9% | -1.7% | -8.2% | -8.9% |
| 3M | -39.5% | +4.7% | -44.2% | -41.7% |
| 6M | -56.0% | +12.6% | -68.6% | -59.9% |
| YTD | -64.0% | +11.8% | -75.7% | -67.0% |
| 1Y | -74.7% | +17.5% | -92.3% | -77.6% |
| 3Y | -59.8% | +77.0% | -136.8% | -74.0% |
| 5Y | -83.0% | +82.6% | -165.6% | -89.0% |
| All | -81.6% | +115.2% | -196.8% | -92.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling