+146.7%
HTB vs VOO
+312.6%
-165.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.9% |
| 7D | -1.1% | -0.9% | -0.2% | -0.5% |
| 30D | +3.2% | -2.3% | +5.6% | +5.0% |
| 3M | -4.6% | -1.2% | -3.4% | -3.9% |
| 6M | +4.1% | +3.3% | +0.8% | +0.9% |
| YTD | +11.2% | +12.3% | -1.1% | +0.7% |
| 1Y | +19.3% | +12.5% | +6.8% | +7.8% |
| 3Y | +128.0% | +79.2% | +48.9% | +42.2% |
| 5Y | +64.1% | +75.7% | -11.6% | +2.6% |
| All | +146.7% | +312.6% | -165.9% | -38.7% |
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