+98.6%
HSBH vs VOO
+42.3%
+56.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.1% |
| 30D | +1.3% | -1.1% | +2.4% | +2.2% |
| 3M | +14.9% | +3.9% | +11.1% | +11.0% |
| 6M | +24.6% | +13.6% | +10.9% | +11.4% |
| YTD | +36.5% | +12.7% | +23.8% | +23.1% |
| 1Y | +56.7% | +17.6% | +39.2% | +36.9% |
| All | +98.6% | +42.3% | +56.3% | +47.6% |
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