-86.3%
HSCS vs VOO
+78.5%
-164.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.7% |
| 7D | -24.9% | +2.6% | -27.5% | -26.4% |
| 30D | -29.6% | -2.0% | -27.6% | -28.1% |
| 3M | +3.2% | -2.8% | +5.9% | +6.1% |
| 6M | +12.4% | +2.2% | +10.3% | +11.7% |
| YTD | -31.2% | +11.5% | -42.8% | -36.9% |
| 1Y | -31.2% | +13.5% | -44.7% | -37.8% |
| 3Y | -86.3% | +78.1% | -164.4% | -94.5% |
| All | -86.3% | +78.5% | -164.8% | -94.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling