+204.0%
HSCZ vs VOO
+314.4%
-110.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.3% |
| 7D | +0.1% | -0.9% | +1.0% | +0.7% |
| 30D | +0.3% | -2.3% | +2.6% | +1.9% |
| 3M | -1.1% | -1.2% | +0.1% | -0.3% |
| 6M | +3.0% | +3.3% | -0.3% | +0.5% |
| YTD | +13.1% | +12.3% | +0.8% | +4.1% |
| 1Y | +16.8% | +12.5% | +4.3% | +7.3% |
| 3Y | +72.6% | +79.2% | -6.6% | +13.2% |
| 5Y | +64.2% | +75.7% | -11.5% | +8.2% |
| 10Y | +204.0% | +313.7% | -109.6% | +11.9% |
| All | +204.0% | +314.4% | -110.4% | +11.9% |
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 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