+268.9%
HSHP vs VOO
+96.8%
+172.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +2.2% | -0.4% | +2.6% | +2.5% |
| 30D | +19.5% | -1.4% | +20.8% | +20.9% |
| 3M | +29.1% | +3.7% | +25.3% | +25.0% |
| 6M | +39.0% | +13.0% | +26.0% | +24.8% |
| YTD | +115.2% | +12.4% | +102.8% | +94.0% |
| 1Y | +137.1% | +18.6% | +118.5% | +103.8% |
| 3Y | +336.6% | +78.1% | +258.6% | +161.2% |
| All | +268.9% | +96.8% | +172.0% | +92.0% |
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