-31.9%
HHS vs VOO
+79.1%
-111.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -1.4% | +0.5% | -1.9% | -1.7% |
| 30D | +85.1% | -0.9% | +86.0% | +86.0% |
| 3M | +65.5% | +3.9% | +61.6% | +62.0% |
| 6M | +51.8% | +14.5% | +37.3% | +41.1% |
| YTD | +40.2% | +13.0% | +27.2% | +31.1% |
| 1Y | +20.6% | +19.4% | +1.1% | +9.7% |
| 3Y | -31.9% | +78.9% | -110.8% | -48.1% |
| All | -31.9% | +79.1% | -111.1% | -48.1% |
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