+48.3%
HOFT vs VOO
+12.1%
+36.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +1.4% | +2.6% | -1.1% | -0.2% |
| 30D | +17.0% | -2.0% | +19.0% | +18.4% |
| 3M | +1.0% | -2.8% | +3.7% | +2.7% |
| 6M | +18.9% | +2.2% | +16.7% | +16.2% |
| YTD | +33.8% | +11.5% | +22.3% | +30.5% |
| 1Y | +48.3% | +13.5% | +34.8% | +46.0% |
| All | +48.3% | +12.1% | +36.2% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling