-82.1%
BHST vs VOO
+118.7%
-200.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -19.5% | +0.1% | -19.5% | -19.6% |
| 3M | -44.0% | +2.0% | -46.0% | -45.0% |
| 6M | -57.8% | +13.0% | -70.8% | -61.6% |
| YTD | -64.9% | +13.6% | -78.5% | -68.3% |
| 1Y | -76.1% | +20.1% | -96.2% | -79.1% |
| 3Y | -60.0% | +77.6% | -137.6% | -74.1% |
| 5Y | -83.7% | +82.4% | -166.2% | -89.3% |
| All | -82.1% | +118.7% | -200.8% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling