+398.6%
HSBC vs VOO
+817.1%
-418.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +3.5% | +0.1% | +3.3% | +3.4% |
| 30D | +4.8% | +0.1% | +4.8% | +4.8% |
| 3M | +16.2% | +2.0% | +14.2% | +14.3% |
| 6M | +27.6% | +13.0% | +14.6% | +15.5% |
| YTD | +41.4% | +13.6% | +27.9% | +27.6% |
| 1Y | +72.2% | +20.1% | +52.1% | +48.3% |
| 3Y | +249.5% | +77.6% | +171.9% | +115.5% |
| 5Y | +444.0% | +82.4% | +361.5% | +223.2% |
| 10Y | +383.1% | +316.8% | +66.3% | +24.7% |
| All | +398.6% | +817.1% | -418.5% | -48.9% |
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