+32.8%
HGTY vs VOO
+82.3%
-49.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.0% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | -1.8% | -0.9% | -0.8% | -1.2% |
| 3M | +30.7% | +3.9% | +26.8% | +27.4% |
| 6M | +30.6% | +14.5% | +16.0% | +19.1% |
| YTD | -0.5% | +13.0% | -13.5% | -8.5% |
| 1Y | +10.7% | +19.4% | -8.7% | -2.1% |
| 3Y | +55.3% | +78.9% | -23.6% | +3.0% |
| 5Y | +32.8% | +82.3% | -49.5% | -16.7% |
| All | +32.8% | +82.3% | -49.5% | -16.7% |
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