-98.3%
HSCS vs VOO
+118.7%
-217.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.2% |
| 7D | +36.9% | -0.4% | +37.2% | +37.1% |
| 30D | +99.0% | -1.4% | +100.4% | +100.3% |
| 3M | +119.1% | +3.7% | +115.4% | +114.7% |
| 6M | +55.1% | +13.0% | +42.1% | +44.9% |
| YTD | +33.3% | +12.4% | +20.9% | +24.6% |
| 1Y | +21.2% | +18.6% | +2.6% | +10.4% |
| 3Y | -94.6% | +78.1% | -172.7% | -95.7% |
| All | -98.3% | +118.7% | -217.0% | -98.9% |
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 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