+38.0%
HTD vs VOO
+67.5%
-29.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | +1.3% |
| 7D | 0.0% | -4.7% | +4.7% | +2.7% |
| 30D | +4.2% | -5.9% | +10.1% | +7.8% |
| 3M | -6.7% | -4.5% | -2.2% | -4.3% |
| 6M | -6.8% | +1.9% | -8.6% | -8.2% |
| YTD | +4.7% | +8.4% | -3.7% | -1.0% |
| 1Y | +0.9% | +9.5% | -8.6% | -5.2% |
| 3Y | +64.2% | +75.3% | -11.1% | +10.3% |
| 5Y | +38.0% | +67.9% | -29.8% | -7.5% |
| All | +38.0% | +67.5% | -29.5% | -7.5% |
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