+13.1%
HSIC vs VOO
+81.6%
-68.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.5% |
| 30D | -0.1% | -1.4% | +1.3% | +0.7% |
| 3M | +9.9% | +3.7% | +6.2% | +7.4% |
| 6M | +12.6% | +13.0% | -0.4% | +4.1% |
| YTD | +16.4% | +12.4% | +4.0% | +8.0% |
| 1Y | +30.0% | +18.6% | +11.4% | +16.6% |
| 3Y | +19.1% | +78.1% | -59.0% | -18.0% |
| 5Y | +13.1% | +82.3% | -69.1% | -24.5% |
| All | +13.1% | +81.6% | -68.5% | -24.5% |
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