+37.1%
HTH vs VOO
+78.8%
-41.7%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.2% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | +2.0% | -3.6% | +5.7% | +4.5% |
| 3M | -4.3% | -2.7% | -1.5% | -2.6% |
| 6M | -1.1% | +2.2% | -3.4% | -3.1% |
| YTD | +11.1% | +10.9% | +0.2% | +2.5% |
| 1Y | +12.0% | +11.3% | +0.6% | +2.9% |
| 3Y | +37.1% | +76.9% | -39.8% | -30.0% |
| All | +37.1% | +78.8% | -41.7% | -30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling