+144.6%
HST vs VOO
+306.9%
-162.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.9% |
| 7D | +0.6% | -0.6% | +1.2% | +1.3% |
| 30D | +14.5% | -3.6% | +18.1% | +19.2% |
| 3M | +15.4% | -2.7% | +18.1% | +18.9% |
| 6M | +22.0% | +2.2% | +19.7% | +18.5% |
| YTD | +54.9% | +10.9% | +44.0% | +37.6% |
| 1Y | +54.0% | +11.3% | +42.6% | +36.2% |
| 3Y | +90.4% | +76.9% | +13.5% | +0.8% |
| 5Y | +84.2% | +73.5% | +10.7% | +0.3% |
| 10Y | +144.6% | +307.7% | -163.1% | -41.6% |
| All | +144.6% | +306.9% | -162.3% | -41.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling