+93.0%
HTEC vs VOO
+75.0%
+18.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.4% | -0.1% | -0.2% |
| 7D | -3.2% | -4.7% | +1.5% | +1.5% |
| 30D | +4.0% | -5.9% | +9.9% | +10.4% |
| 3M | +12.9% | -4.5% | +17.4% | +18.1% |
| 6M | +34.5% | +1.9% | +32.7% | +31.8% |
| YTD | +27.3% | +8.4% | +18.9% | +17.3% |
| 1Y | +36.0% | +9.5% | +26.6% | +24.1% |
| All | +93.0% | +75.0% | +18.0% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling