-97.5%
HTCR vs VOO
+80.5%
-178.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -4.1% |
| 7D | -0.5% | -0.8% | +0.3% | +0.3% |
| 30D | -26.0% | -1.1% | -25.0% | -25.2% |
| 3M | -43.3% | +3.9% | -47.2% | -45.6% |
| 6M | -60.5% | +13.6% | -74.1% | -65.2% |
| YTD | -67.4% | +12.7% | -80.1% | -70.8% |
| 1Y | -88.1% | +17.6% | -105.7% | -89.7% |
| 3Y | -87.9% | +77.3% | -165.3% | -92.1% |
| All | -97.5% | +80.5% | -178.0% | -98.3% |
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