-31.9%
HOFT vs VOO
+321.7%
-353.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -0.7% | -2.0% | +1.3% | +1.0% |
| 30D | -17.2% | -1.7% | -15.5% | -16.0% |
| 3M | +2.7% | +4.7% | -2.0% | -0.9% |
| 6M | -1.7% | +12.6% | -14.3% | -11.2% |
| YTD | +13.2% | +11.8% | +1.4% | +2.6% |
| 1Y | +20.1% | +17.5% | +2.6% | +3.7% |
| 3Y | -16.6% | +77.0% | -93.6% | -49.2% |
| 5Y | -41.9% | +82.6% | -124.5% | -66.1% |
| All | -31.9% | +321.7% | -353.6% | -80.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling