+133.5%
HTD vs VOO
+314.4%
-180.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.8% |
| 7D | -1.9% | -0.9% | -1.0% | -1.4% |
| 30D | +2.6% | -2.3% | +5.0% | +4.3% |
| 3M | -7.6% | -1.2% | -6.5% | -7.1% |
| 6M | -6.5% | +3.3% | -9.8% | -9.3% |
| YTD | +3.9% | +12.3% | -8.4% | -5.9% |
| 1Y | -0.8% | +12.5% | -13.3% | -10.3% |
| 3Y | +71.7% | +79.2% | -7.5% | +4.0% |
| 5Y | +36.1% | +75.7% | -39.5% | -17.0% |
| 10Y | +133.5% | +313.7% | -180.1% | -25.4% |
| All | +133.5% | +314.4% | -180.9% | -25.4% |
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