-69.7%
HSDT vs VOO
+18.2%
-87.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +0.3% |
| 7D | -0.9% | -0.8% | -0.1% | +1.9% |
| 30D | +27.6% | -1.1% | +28.7% | +33.5% |
| 3M | +47.0% | +3.9% | +43.1% | +28.7% |
| 6M | +1.4% | +13.6% | -12.3% | -35.1% |
| YTD | -23.2% | +12.7% | -35.9% | -48.3% |
| 1Y | -69.7% | +17.6% | -87.3% | -88.4% |
| All | -69.7% | +18.2% | -87.9% | -88.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling