-73.2%
HHS vs VOO
+321.7%
-395.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | +1.7% | -2.0% | +3.6% | +3.0% |
| 30D | +71.9% | -1.7% | +73.5% | +73.9% |
| 3M | +74.0% | +4.7% | +69.2% | +68.3% |
| 6M | +54.5% | +12.6% | +42.0% | +42.3% |
| YTD | +42.2% | +11.8% | +30.4% | +31.4% |
| 1Y | +16.0% | +17.5% | -1.6% | +3.6% |
| 3Y | -31.0% | +77.0% | -108.0% | -54.3% |
| 5Y | -42.6% | +82.6% | -125.1% | -63.1% |
| All | -73.2% | +321.7% | -395.0% | -92.3% |
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