+109.3%
HOFT vs VOO
+817.1%
-707.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +4.0% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -11.2% | +0.1% | -11.2% | -11.3% |
| 3M | +3.5% | +2.0% | +1.5% | +2.0% |
| 6M | -1.4% | +13.0% | -14.5% | -11.1% |
| YTD | +18.1% | +13.6% | +4.6% | +5.8% |
| 1Y | +28.9% | +20.1% | +8.8% | +9.6% |
| 3Y | -29.3% | +77.6% | -106.9% | -56.7% |
| 5Y | -47.0% | +82.4% | -129.5% | -68.7% |
| 10Y | -22.5% | +316.8% | -339.3% | -77.3% |
| All | +109.3% | +817.1% | -707.8% | -75.9% |
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 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