+136.5%
HSHP vs VOO
+17.2%
+119.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +0.1% | -2.0% | +2.1% | +1.8% |
| 30D | +17.3% | -1.7% | +19.0% | +18.9% |
| 3M | +27.4% | +4.7% | +22.6% | +22.5% |
| 6M | +38.3% | +12.6% | +25.8% | +22.9% |
| YTD | +114.1% | +11.8% | +102.4% | +90.2% |
| All | +136.5% | +17.2% | +119.3% | +100.6% |
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