+130.9%
HUSV vs VOO
+314.5%
-183.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -1.7% | -0.4% | -1.4% | -1.5% |
| 30D | -3.3% | -1.4% | -1.9% | -2.4% |
| 3M | +2.2% | +3.7% | -1.5% | -0.4% |
| 6M | +1.1% | +13.0% | -12.0% | -7.3% |
| YTD | +4.2% | +12.4% | -8.3% | -4.2% |
| 1Y | +2.1% | +18.6% | -16.5% | -9.6% |
| 3Y | +29.5% | +78.1% | -48.5% | -15.0% |
| 5Y | +29.2% | +82.3% | -53.1% | -17.8% |
| 10Y | +137.8% | +322.5% | -184.7% | -22.8% |
| All | +130.9% | +314.5% | -183.6% | -23.6% |
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