-84.5%
BHST vs VOO
+74.6%
-159.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.5% | -6.6% |
| 7D | +9.4% | +3.3% | +6.1% | +7.3% |
| 30D | -10.4% | -2.7% | -7.8% | -9.1% |
| 3M | -24.2% | -1.7% | -22.4% | -23.6% |
| 6M | -57.6% | +3.1% | -60.7% | -58.6% |
| YTD | -68.6% | +11.9% | -80.5% | -71.1% |
| 1Y | -79.4% | +12.1% | -91.4% | -81.0% |
| 3Y | -60.5% | +78.6% | -139.1% | -73.0% |
| 5Y | -84.5% | +73.8% | -158.3% | -88.2% |
| All | -84.5% | +74.6% | -159.0% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling