+320.8%
HSBC vs VOO
+795.4%
-474.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | +7.0% | -0.6% | +7.6% | +7.5% |
| 30D | -2.8% | -3.6% | +0.9% | +0.2% |
| 3M | -12.1% | -2.7% | -9.4% | -10.1% |
| 6M | +1.3% | +2.2% | -0.9% | -0.6% |
| YTD | +19.4% | +10.9% | +8.5% | +9.9% |
| 1Y | +30.4% | +11.3% | +19.0% | +19.6% |
| 3Y | +195.1% | +76.9% | +118.2% | +82.6% |
| 5Y | +322.7% | +73.5% | +249.2% | +162.1% |
| 10Y | +297.4% | +307.7% | -10.3% | +4.4% |
| All | +320.8% | +795.4% | -474.6% | -56.0% |
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 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