+380.0%
HSBC vs VOO
+315.3%
+64.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | +0.2% | -0.4% | +0.5% | +0.4% |
| 30D | +2.2% | -1.4% | +3.6% | +3.3% |
| 3M | +18.2% | +3.7% | +14.5% | +15.1% |
| 6M | +27.7% | +13.0% | +14.7% | +17.1% |
| YTD | +38.8% | +12.4% | +26.4% | +28.0% |
| 1Y | +65.3% | +18.6% | +46.7% | +46.7% |
| 3Y | +248.3% | +78.1% | +170.3% | +131.3% |
| 5Y | +446.5% | +82.3% | +364.3% | +253.4% |
| 10Y | +380.0% | +322.5% | +57.4% | +50.4% |
| All | +380.0% | +315.3% | +64.6% | +50.4% |
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