+61.7%
HTB vs VOO
+72.6%
-10.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +1.0% | +2.6% | -1.6% | -0.7% |
| 30D | +3.3% | -2.0% | +5.3% | +4.5% |
| 3M | -5.4% | -2.8% | -2.6% | -3.8% |
| 6M | +4.4% | +2.2% | +2.3% | +2.6% |
| YTD | +11.5% | +11.5% | 0.0% | +3.1% |
| 1Y | +19.4% | +13.5% | +5.9% | +9.0% |
| 3Y | +127.4% | +78.1% | +49.3% | +58.4% |
| All | +61.7% | +72.6% | -10.9% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling