-18.4%
HITI vs VOO
+116.5%
-134.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.9% |
| 7D | +2.0% | -0.4% | +2.3% | +2.4% |
| 30D | +11.7% | -1.4% | +13.1% | +13.5% |
| 3M | +10.3% | +3.7% | +6.6% | +5.5% |
| 6M | +5.3% | +13.0% | -7.7% | -8.5% |
| YTD | -3.0% | +12.4% | -15.5% | -15.3% |
| 1Y | -22.1% | +18.6% | -40.7% | -36.1% |
| 3Y | +62.7% | +78.1% | -15.4% | -20.5% |
| 5Y | -65.2% | +82.3% | -147.5% | -82.5% |
| All | -18.4% | +116.5% | -134.9% | -73.2% |
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 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