+61.6%
HTFL vs VOO
+20.0%
+41.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | -0.4% | -18.7% | -18.4% |
| 7D | -7.5% | +2.6% | -10.1% | -11.2% |
| 30D | -2.0% | -2.0% | 0.0% | +2.1% |
| 3M | +56.3% | -2.8% | +59.0% | +65.0% |
| 6M | +55.3% | +2.2% | +53.2% | +49.9% |
| YTD | +66.2% | +11.5% | +54.7% | +38.9% |
| 1Y | +56.6% | +13.5% | +43.1% | +27.5% |
| All | +61.6% | +20.0% | +41.6% | +14.7% |
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