+86.1%
HTFL vs VOO
+19.4%
+66.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -0.9% |
| 7D | +2.6% | -0.6% | +3.2% | +4.0% |
| 30D | +12.2% | -3.6% | +15.8% | +20.1% |
| 3M | +90.1% | -2.7% | +92.8% | +100.1% |
| 6M | +89.1% | +2.2% | +86.8% | +81.6% |
| YTD | +91.4% | +10.9% | +80.5% | +61.2% |
| 1Y | +64.9% | +11.3% | +53.6% | +38.5% |
| All | +86.1% | +19.4% | +66.7% | +33.1% |
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