+16.3%
HSTM vs VOO
+325.3%
-309.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.3% |
| 7D | -0.3% | -0.8% | +0.5% | +0.2% |
| 30D | +2.8% | -1.1% | +3.8% | +3.5% |
| 3M | +11.2% | +3.9% | +7.3% | +8.3% |
| 6M | +42.3% | +13.6% | +28.7% | +30.5% |
| YTD | +26.7% | +12.7% | +14.0% | +16.8% |
| 1Y | +0.2% | +17.6% | -17.4% | -10.3% |
| 3Y | +41.8% | +77.3% | -35.5% | -3.9% |
| 5Y | -1.1% | +84.1% | -85.2% | -35.4% |
| All | +16.3% | +325.3% | -309.0% | -69.0% |
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