+43.7%
HITI vs VOO
+77.4%
-33.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.9% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | +8.6% | -1.1% | +9.7% | +9.6% |
| 3M | +8.6% | +3.9% | +4.7% | +4.7% |
| 6M | +2.4% | +13.6% | -11.2% | -8.8% |
| YTD | -4.5% | +12.7% | -17.2% | -14.4% |
| 1Y | -25.1% | +17.6% | -42.7% | -35.4% |
| 3Y | +43.7% | +77.3% | -33.6% | -22.8% |
| All | +43.7% | +77.4% | -33.7% | -22.8% |
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