-45.2%
HHS vs VOO
+72.9%
-118.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | -11.2% | -3.6% | -7.6% | -9.3% |
| 3M | +58.0% | -2.7% | +60.7% | +60.4% |
| 6M | +40.1% | +2.2% | +37.8% | +37.4% |
| YTD | +31.2% | +10.9% | +20.3% | +22.0% |
| 1Y | +38.1% | +11.3% | +26.8% | +28.1% |
| 3Y | -42.8% | +76.9% | -119.7% | -61.9% |
| All | -45.2% | +72.9% | -118.1% | -63.5% |
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