+122.4%
HST vs VOO
+309.6%
-187.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +3.6% | +2.6% | +1.0% | +0.7% |
| 30D | +11.2% | -2.0% | +13.2% | +13.7% |
| 3M | +13.1% | -2.8% | +15.9% | +16.5% |
| 6M | +23.9% | +2.2% | +21.7% | +20.5% |
| YTD | +52.3% | +11.5% | +40.8% | +34.5% |
| 1Y | +56.7% | +13.5% | +43.2% | +35.6% |
| 3Y | +87.5% | +78.1% | +9.4% | -1.5% |
| 5Y | +82.8% | +73.1% | +9.7% | -0.3% |
| All | +122.4% | +309.6% | -187.2% | -49.5% |
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 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