+237.0%
HSHP vs VOO
+95.2%
+141.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +3.4% | +2.6% | +0.9% | +1.2% |
| 30D | -2.1% | -2.0% | -0.1% | -0.4% |
| 3M | +7.2% | -2.8% | +10.0% | +9.8% |
| 6M | +8.9% | +2.2% | +6.7% | +6.7% |
| YTD | +96.4% | +11.5% | +84.9% | +78.3% |
| 1Y | +117.4% | +13.5% | +104.0% | +94.3% |
| 3Y | +315.8% | +78.1% | +237.8% | +145.7% |
| All | +237.0% | +95.2% | +141.7% | +76.6% |
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 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