+190.9%
HSCZ vs VOO
+319.3%
-128.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -1.3% | -2.7% | +1.4% | +0.6% |
| 30D | -3.0% | -5.4% | +2.4% | +0.8% |
| 3M | -3.8% | -4.1% | +0.2% | -1.1% |
| 6M | +0.3% | +0.7% | -0.5% | -0.4% |
| YTD | +9.5% | +8.7% | +0.8% | +3.1% |
| 1Y | +15.0% | +11.0% | +4.0% | +6.7% |
| 3Y | +67.7% | +75.5% | -7.8% | +11.9% |
| 5Y | +58.0% | +68.4% | -10.3% | +7.6% |
| 10Y | +193.7% | +315.7% | -122.0% | +5.7% |
| All | +190.9% | +319.3% | -128.4% | +2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling