+288.9%
HSBC vs VOO
+311.2%
-22.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +1.7% | +3.3% | -1.5% | -0.6% |
| 30D | -5.5% | -2.7% | -2.9% | -3.7% |
| 3M | -13.5% | -1.7% | -11.8% | -12.5% |
| 6M | +0.6% | +3.1% | -2.5% | -1.6% |
| YTD | +18.3% | +11.9% | +6.4% | +9.4% |
| 1Y | +26.6% | +12.1% | +14.6% | +17.1% |
| 3Y | +192.5% | +78.6% | +113.9% | +94.3% |
| 5Y | +317.5% | +73.8% | +243.7% | +179.9% |
| All | +288.9% | +311.2% | -22.3% | +21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling