+1.8%
HTAX vs VOO
+35.2%
-33.4%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | -3.0% | -1.1% | -1.9% | -3.0% |
| 3M | -3.2% | +3.9% | -7.0% | -3.3% |
| 6M | -0.9% | +13.6% | -14.5% | -1.1% |
| YTD | +0.3% | +12.7% | -12.4% | +0.1% |
| 1Y | +1.6% | +17.6% | -16.0% | +1.4% |
| All | +1.8% | +35.2% | -33.4% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling