+376.3%
HTH vs VOO
+817.1%
-440.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +6.3% | +2.0% | +4.3% | +3.8% |
| 6M | +5.9% | +13.0% | -7.1% | -6.7% |
| YTD | +17.5% | +13.6% | +3.9% | +3.0% |
| 1Y | +12.2% | +20.1% | -7.9% | -7.1% |
| 3Y | +36.2% | +77.6% | -41.4% | -24.8% |
| 5Y | +32.0% | +82.4% | -50.4% | -29.3% |
| 10Y | +106.1% | +316.8% | -210.8% | -52.6% |
| All | +376.3% | +817.1% | -440.8% | -47.4% |
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 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