+800.5%
HTGC vs VOO
+817.1%
-16.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +0.9% | +0.1% | +0.7% | +0.7% |
| 30D | +8.6% | +0.1% | +8.5% | +8.5% |
| 3M | +16.4% | +2.0% | +14.4% | +14.2% |
| 6M | +24.6% | +13.0% | +11.6% | +11.6% |
| YTD | +2.4% | +13.6% | -11.1% | -8.6% |
| 1Y | +2.2% | +20.1% | -17.9% | -13.3% |
| 3Y | +47.8% | +77.6% | -29.7% | -12.0% |
| 5Y | +83.0% | +82.4% | +0.6% | +5.2% |
| 10Y | +268.1% | +316.8% | -48.7% | -4.7% |
| All | +800.5% | +817.1% | -16.5% | -14.5% |
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