+39.0%
HGTY vs VOO
+96.3%
-57.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | +33.4% | +2.0% | +31.4% | +31.4% |
| 6M | +25.2% | +13.0% | +12.2% | +15.5% |
| YTD | +0.8% | +13.6% | -12.8% | -7.5% |
| 1Y | +17.8% | +20.1% | -2.3% | +4.2% |
| 3Y | +50.9% | +77.6% | -26.7% | +1.7% |
| 5Y | +35.0% | +82.4% | -47.5% | -15.3% |
| All | +39.0% | +96.3% | -57.3% | -12.6% |
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