+312.6%
HSIC vs VOO
+817.1%
-504.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | +17.7% | +2.0% | +15.7% | +15.6% |
| 6M | +11.5% | +13.0% | -1.6% | +0.7% |
| YTD | +18.8% | +13.6% | +5.2% | +7.0% |
| 1Y | +32.5% | +20.1% | +12.4% | +13.8% |
| 3Y | +17.6% | +77.6% | -59.9% | -27.6% |
| 5Y | +14.6% | +82.4% | -67.9% | -32.1% |
| 10Y | +39.4% | +316.8% | -277.4% | -61.3% |
| All | +312.6% | +817.1% | -504.5% | -46.9% |
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