+200.0%
HBT vs VOO
+185.6%
+14.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -0.2% | -0.8% | +0.6% | +0.4% |
| 30D | +0.1% | -1.1% | +1.2% | +1.0% |
| 3M | +22.4% | +3.9% | +18.5% | +18.3% |
| 6M | +43.0% | +13.6% | +29.3% | +27.4% |
| YTD | +44.5% | +12.7% | +31.8% | +29.7% |
| 1Y | +45.1% | +17.6% | +27.5% | +25.3% |
| 3Y | +114.9% | +77.3% | +37.6% | +29.4% |
| 5Y | +184.4% | +84.1% | +100.3% | +63.2% |
| All | +200.0% | +185.6% | +14.4% | +0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling