+343.9%
HTHT vs VOO
+325.3%
+18.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.6% |
| 7D | -5.0% | -0.8% | -4.2% | -4.3% |
| 30D | +5.4% | -1.1% | +6.5% | +6.4% |
| 3M | -3.2% | +3.9% | -7.1% | -7.0% |
| 6M | -14.3% | +13.6% | -27.9% | -24.6% |
| YTD | -5.2% | +12.7% | -17.9% | -16.0% |
| 1Y | +20.8% | +17.6% | +3.2% | +2.7% |
| 3Y | +26.8% | +77.3% | -50.5% | -28.7% |
| 5Y | -0.7% | +84.1% | -84.8% | -45.4% |
| All | +343.9% | +325.3% | +18.6% | +5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling