+169.1%
HTB vs VOO
+317.9%
-148.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +3.9% | -3.3% | +7.3% | +6.6% |
| 3M | -6.2% | -2.4% | -3.8% | -4.6% |
| 6M | +3.8% | +2.6% | +1.2% | +1.2% |
| YTD | +11.7% | +11.3% | +0.4% | +1.8% |
| 1Y | +21.0% | +13.4% | +7.6% | +8.5% |
| 3Y | +129.7% | +80.3% | +49.4% | +42.6% |
| 5Y | +64.8% | +72.7% | -7.9% | +4.5% |
| 10Y | +169.1% | +310.0% | -141.0% | -30.3% |
| All | +169.1% | +317.9% | -148.8% | -30.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling