+252.6%
HTGC vs VOO
+309.9%
-57.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.5% |
| 7D | -2.6% | -2.7% | +0.1% | -0.5% |
| 30D | -1.2% | -5.4% | +4.1% | +3.1% |
| 3M | -2.6% | -4.1% | +1.5% | +0.6% |
| 6M | +4.1% | +0.7% | +3.4% | +3.1% |
| YTD | -6.1% | +8.7% | -14.8% | -12.6% |
| 1Y | +2.1% | +11.0% | -8.9% | -6.7% |
| 3Y | +38.7% | +75.5% | -36.7% | -13.4% |
| 5Y | +58.4% | +68.4% | -10.0% | +1.4% |
| All | +252.6% | +309.9% | -57.4% | +17.4% |
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