+530.3%
HSTM vs VOO
+777.9%
-247.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.6% |
| 7D | -14.3% | -2.7% | -11.6% | -12.1% |
| 30D | -10.0% | -5.4% | -4.6% | -5.7% |
| 3M | +2.9% | -4.1% | +6.9% | +6.5% |
| 6M | +25.1% | +0.7% | +24.4% | +23.9% |
| YTD | +25.8% | +8.7% | +17.0% | +16.4% |
| 1Y | +17.3% | +11.0% | +6.3% | +6.6% |
| 3Y | +14.3% | +75.5% | -61.2% | -31.0% |
| 5Y | +7.3% | +68.4% | -61.0% | -34.0% |
| 10Y | +38.9% | +315.7% | -276.8% | -70.3% |
| All | +530.3% | +777.9% | -247.6% | -52.1% |
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