+92.0%
HGTY vs VOO
+78.5%
+13.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.5% |
| 7D | -10.0% | +2.6% | -12.6% | -11.1% |
| 30D | +8.6% | -2.0% | +10.6% | +9.5% |
| 3M | +24.9% | -2.8% | +27.6% | +26.3% |
| 6M | +57.3% | +2.2% | +55.1% | +55.1% |
| YTD | +20.3% | +11.5% | +8.8% | +12.8% |
| 1Y | +18.4% | +13.5% | +4.9% | +9.9% |
| 3Y | +92.0% | +78.1% | +14.0% | +32.5% |
| All | +92.0% | +78.5% | +13.6% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling