+95.8%
HSBH vs VOO
+41.1%
+54.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -2.5% | -2.0% | -0.5% | -0.8% |
| 30D | +0.7% | -1.7% | +2.4% | +2.1% |
| 3M | +18.5% | +4.7% | +13.7% | +13.6% |
| 6M | +23.1% | +12.6% | +10.5% | +11.0% |
| YTD | +34.6% | +11.8% | +22.8% | +22.2% |
| 1Y | +55.7% | +17.5% | +38.1% | +36.1% |
| All | +95.8% | +41.1% | +54.7% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling