+322.3%
HSBC vs VOO
+806.9%
-484.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | +1.5% | -0.9% | +2.4% | +2.2% |
| 30D | -3.8% | -2.3% | -1.5% | -2.0% |
| 3M | -11.7% | -1.2% | -10.5% | -10.9% |
| 6M | +1.2% | +3.3% | -2.1% | -1.5% |
| YTD | +19.8% | +12.3% | +7.5% | +9.1% |
| 1Y | +29.9% | +12.5% | +17.4% | +18.2% |
| 3Y | +196.1% | +79.2% | +117.0% | +81.3% |
| 5Y | +322.9% | +75.7% | +247.2% | +159.5% |
| 10Y | +297.9% | +313.7% | -15.8% | +3.2% |
| All | +322.3% | +806.9% | -484.6% | -56.3% |
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