+24.6%
HYSA vs VOO
+79.0%
-54.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | -0.7% | -1.1% | +0.4% | -0.5% |
| 3M | -0.3% | +3.9% | -4.1% | -1.2% |
| 6M | +1.9% | +13.6% | -11.7% | -1.2% |
| YTD | +1.2% | +12.7% | -11.5% | -1.7% |
| 1Y | +2.3% | +17.6% | -15.3% | -1.6% |
| All | +24.6% | +79.0% | -54.4% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling