+191.2%
HSBC vs VOO
+78.5%
+112.7%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +2.9% | +2.6% | +0.4% | +0.8% |
| 30D | -4.0% | -2.0% | -2.0% | -2.5% |
| 3M | -13.0% | -2.8% | -10.2% | -10.9% |
| 6M | +0.5% | +2.2% | -1.7% | -1.4% |
| YTD | +19.0% | +11.5% | +7.5% | +8.8% |
| 1Y | +28.0% | +13.5% | +14.5% | +15.6% |
| 3Y | +191.2% | +78.1% | +113.1% | +92.0% |
| All | +191.2% | +78.5% | +112.7% | +92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling