-4.5%
HTEC vs VOO
+67.9%
-72.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | -1.8% | -2.7% | +0.9% | +1.2% |
| 30D | +5.0% | -5.4% | +10.4% | +11.5% |
| 3M | +12.8% | -4.1% | +16.8% | +18.0% |
| 6M | +30.3% | +0.7% | +29.5% | +28.8% |
| YTD | +26.6% | +8.7% | +17.8% | +15.1% |
| 1Y | +37.7% | +11.0% | +26.7% | +22.4% |
| 3Y | +91.8% | +75.5% | +16.3% | 0.0% |
| All | -4.5% | +67.9% | -72.4% | -47.8% |
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