+537.0%
HSTM vs VOO
+817.1%
-280.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +4.4% | +0.1% | +4.3% | +4.3% |
| 3M | +15.6% | +2.0% | +13.6% | +13.3% |
| 6M | +33.0% | +13.0% | +20.0% | +19.3% |
| YTD | +27.1% | +13.6% | +13.5% | +13.5% |
| 1Y | +4.1% | +20.1% | -16.0% | -11.5% |
| 3Y | +38.0% | +77.6% | -39.5% | -17.4% |
| 5Y | -2.1% | +82.4% | -84.5% | -44.0% |
| 10Y | +15.0% | +316.8% | -301.8% | -74.9% |
| All | +537.0% | +817.1% | -280.1% | -53.3% |
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