+267.4%
HSHP vs VOO
+95.7%
+171.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.0% |
| 3M | +27.4% | +4.7% | +22.6% | +22.3% |
| 6M | +38.3% | +12.6% | +25.8% | +24.7% |
| YTD | +114.1% | +11.8% | +102.4% | +94.0% |
| 1Y | +135.4% | +17.5% | +117.8% | +103.8% |
| 3Y | +334.9% | +77.0% | +257.9% | +161.5% |
| All | +267.4% | +95.7% | +171.7% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling