-17.8%
HSAI vs VOO
+93.3%
-111.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -2.1% |
| 7D | -8.4% | -0.8% | -7.6% | -7.0% |
| 30D | -9.0% | -1.1% | -7.9% | -7.0% |
| 3M | -4.2% | +3.9% | -8.0% | -9.7% |
| 6M | -32.6% | +13.6% | -46.2% | -44.8% |
| YTD | -22.7% | +12.7% | -35.4% | -35.8% |
| 1Y | -38.2% | +17.6% | -55.7% | -51.2% |
| 3Y | +72.2% | +77.3% | -5.1% | -23.0% |
| All | -17.8% | +93.3% | -111.1% | -65.6% |
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