+88.2%
HTEC vs VOO
+188.5%
-100.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.9% |
| 7D | -4.1% | -0.9% | -3.2% | -3.3% |
| 30D | +5.0% | -2.3% | +7.3% | +7.5% |
| 3M | +9.8% | -1.2% | +11.0% | +11.1% |
| 6M | +35.4% | +3.3% | +32.1% | +30.9% |
| YTD | +27.8% | +12.3% | +15.5% | +13.8% |
| 1Y | +34.3% | +12.5% | +21.8% | +19.4% |
| 3Y | +99.5% | +79.2% | +20.3% | +11.7% |
| 5Y | -0.9% | +75.7% | -76.6% | -43.2% |
| All | +88.2% | +188.5% | -100.3% | -31.5% |
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 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