+63.1%
HTFL vs VOO
+22.2%
+40.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.0% |
| 7D | +2.4% | +0.1% | +2.3% | +2.1% |
| 30D | +80.0% | +0.1% | +80.0% | +79.3% |
| 3M | +69.8% | +2.0% | +67.8% | +63.5% |
| 6M | +104.4% | +13.0% | +91.4% | +62.8% |
| YTD | +67.8% | +13.6% | +54.2% | +34.6% |
| 1Y | +43.5% | +20.1% | +23.4% | +4.4% |
| All | +63.1% | +22.2% | +40.8% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling