-13.1%
HSAI vs VOO
+92.9%
-105.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.7% |
| 7D | +10.3% | -0.4% | +10.7% | +11.2% |
| 30D | -5.2% | -1.4% | -3.8% | -2.6% |
| 3M | -0.8% | +3.7% | -4.5% | -6.1% |
| 6M | -24.8% | +13.0% | -37.9% | -38.0% |
| YTD | -18.3% | +12.4% | -30.7% | -31.9% |
| 1Y | -36.4% | +18.6% | -55.0% | -50.5% |
| 3Y | +56.4% | +78.1% | -21.6% | -30.6% |
| All | -13.1% | +92.9% | -105.9% | -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 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