+73.2%
HTFL vs VOO
+16.7%
+56.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.4% | -3.8% | -0.6% |
| 7D | -14.2% | -4.7% | -9.5% | -6.4% |
| 30D | +2.5% | -5.9% | +8.4% | +14.3% |
| 3M | +91.2% | -4.5% | +95.7% | +107.7% |
| 6M | +73.4% | +1.9% | +71.5% | +66.4% |
| YTD | +78.2% | +8.4% | +69.8% | +55.9% |
| 1Y | +49.7% | +9.5% | +40.2% | +29.9% |
| All | +73.2% | +16.7% | +56.6% | +28.8% |
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 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