-94.9%
HHS vs VOO
+806.9%
-901.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.1% |
| 7D | -0.5% | -0.9% | +0.4% | +0.1% |
| 30D | -9.6% | -2.3% | -7.3% | -8.0% |
| 3M | +58.6% | -1.2% | +59.8% | +59.6% |
| 6M | +40.6% | +3.3% | +37.2% | +35.8% |
| YTD | +31.2% | +12.3% | +18.9% | +17.7% |
| 1Y | +39.1% | +12.5% | +26.6% | +24.7% |
| 3Y | -42.8% | +79.2% | -121.9% | -66.7% |
| 5Y | -45.2% | +75.7% | -120.9% | -68.0% |
| 10Y | -71.4% | +313.7% | -385.1% | -93.8% |
| All | -94.9% | +806.9% | -901.8% | -99.7% |
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