-63.0%
BHST vs VOO
+77.0%
-140.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -5.3% | -0.4% | -4.9% | -5.1% |
| 30D | -14.3% | -1.4% | -12.9% | -13.6% |
| 3M | -40.4% | +3.7% | -44.1% | -42.0% |
| 6M | -57.2% | +13.0% | -70.3% | -60.9% |
| YTD | -65.3% | +12.4% | -77.8% | -68.2% |
| 1Y | -75.3% | +18.6% | -93.9% | -77.9% |
| All | -63.0% | +77.0% | -140.0% | -74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling