-29.3%
HOFT vs VOO
+74.6%
-103.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | -0.3% | +3.3% | -3.6% | -2.8% |
| 30D | +16.0% | -2.7% | +18.7% | +18.3% |
| 3M | -1.5% | -1.7% | +0.3% | -0.3% |
| 6M | +17.9% | +3.1% | +14.8% | +15.1% |
| YTD | +32.2% | +11.9% | +20.2% | +21.1% |
| 1Y | +51.9% | +12.1% | +39.9% | +38.8% |
| 3Y | -0.7% | +78.6% | -79.3% | -34.7% |
| 5Y | -29.3% | +73.8% | -103.0% | -52.8% |
| All | -29.3% | +74.6% | -103.8% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling