-74.8%
BHST vs VOO
+18.2%
-93.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.9% |
| 7D | +1.6% | -0.8% | +2.4% | +2.4% |
| 30D | -14.0% | -1.1% | -12.9% | -13.2% |
| 3M | -42.2% | +3.9% | -46.1% | -44.9% |
| 6M | -55.4% | +13.6% | -69.1% | -62.8% |
| YTD | -64.4% | +12.7% | -77.1% | -70.3% |
| 1Y | -74.8% | +17.6% | -92.3% | -77.4% |
| All | -74.8% | +18.2% | -93.0% | -77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling