+270.3%
HSHP vs VOO
+97.3%
+173.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.8% |
| 30D | +22.9% | -1.1% | +24.0% | +24.1% |
| 3M | +28.0% | +3.9% | +24.1% | +23.9% |
| 6M | +42.8% | +13.6% | +29.2% | +27.7% |
| YTD | +115.8% | +12.7% | +103.1% | +94.1% |
| 1Y | +138.3% | +17.6% | +120.8% | +106.4% |
| 3Y | +317.8% | +77.3% | +240.5% | +151.9% |
| All | +270.3% | +97.3% | +173.0% | +92.3% |
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