+85.3%
HTGC vs VOO
+82.6%
+2.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +0.9% | +0.1% | +0.7% | +0.8% |
| 30D | +8.6% | +0.1% | +8.5% | +8.5% |
| 3M | +16.4% | +2.0% | +14.4% | +14.5% |
| 6M | +24.6% | +13.0% | +11.6% | +12.9% |
| YTD | +2.4% | +13.6% | -11.1% | -7.5% |
| 1Y | +2.2% | +20.1% | -17.9% | -11.8% |
| 3Y | +47.8% | +77.6% | -29.7% | -7.3% |
| All | +85.3% | +82.6% | +2.7% | +9.4% |
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 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