+134.2%
HOFT vs VOO
+803.9%
-669.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | -0.3% | +3.3% | -3.6% | -3.1% |
| 30D | +16.0% | -2.7% | +18.7% | +18.6% |
| 3M | -1.5% | -1.7% | +0.3% | -0.2% |
| 6M | +17.9% | +3.1% | +14.8% | +14.9% |
| YTD | +32.2% | +11.9% | +20.2% | +19.6% |
| 1Y | +51.9% | +12.1% | +39.9% | +37.0% |
| 3Y | -0.7% | +78.6% | -79.3% | -39.5% |
| 5Y | -29.3% | +73.8% | -103.0% | -56.5% |
| 10Y | -24.3% | +312.3% | -336.6% | -77.6% |
| All | +134.2% | +803.9% | -669.6% | -72.8% |
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 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