+60.4%
HTGC vs VOO
+67.5%
-7.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | +1.8% |
| 7D | -3.1% | -4.7% | +1.6% | +0.5% |
| 30D | -1.2% | -5.9% | +4.7% | +3.5% |
| 3M | +0.8% | -4.5% | +5.4% | +4.3% |
| 6M | +4.7% | +1.9% | +2.8% | +2.7% |
| YTD | -4.9% | +8.4% | -13.3% | -11.1% |
| 1Y | +1.7% | +9.5% | -7.8% | -5.8% |
| 3Y | +41.6% | +75.3% | -33.7% | -10.9% |
| 5Y | +60.4% | +67.9% | -7.4% | -1.3% |
| All | +60.4% | +67.5% | -7.1% | -1.3% |
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