-99.0%
HTCO vs VOO
+84.2%
-183.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.2% |
| 7D | +6.7% | -0.4% | +7.0% | +6.7% |
| 30D | -18.2% | -1.4% | -16.8% | -18.2% |
| 3M | -42.7% | +3.7% | -46.4% | -42.8% |
| 6M | -69.1% | +13.0% | -82.2% | -69.0% |
| YTD | -69.7% | +12.4% | -82.1% | -69.6% |
| 1Y | -66.6% | +18.6% | -85.2% | -66.2% |
| 3Y | -84.1% | +78.1% | -162.2% | -82.6% |
| All | -99.0% | +84.2% | -183.2% | -98.8% |
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