+517.2%
HSTM vs VOO
+803.9%
-286.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -4.4% | +3.3% | -7.7% | -7.0% |
| 30D | -16.2% | -2.7% | -13.5% | -14.2% |
| 3M | -0.1% | -1.7% | +1.6% | +1.3% |
| 6M | +21.4% | +3.1% | +18.3% | +17.9% |
| YTD | +23.2% | +11.9% | +11.2% | +11.2% |
| 1Y | +15.8% | +12.1% | +3.8% | +4.5% |
| 3Y | +14.3% | +78.6% | -64.3% | -31.9% |
| 5Y | +6.4% | +73.8% | -67.4% | -36.3% |
| 10Y | +17.1% | +312.3% | -295.2% | -74.3% |
| All | +517.2% | +803.9% | -286.7% | -54.3% |
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