-48.6%
HTLD vs VOO
+311.2%
-359.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | +2.1% | +3.3% | -1.2% | -0.3% |
| 30D | -4.6% | -2.7% | -1.9% | -2.7% |
| 3M | -15.6% | -1.7% | -13.8% | -14.5% |
| 6M | -15.8% | +3.1% | -18.9% | -17.7% |
| YTD | +15.3% | +11.9% | +3.4% | +6.3% |
| 1Y | +34.8% | +12.1% | +22.8% | +24.3% |
| 3Y | -15.0% | +78.6% | -93.5% | -43.9% |
| 5Y | -38.3% | +73.8% | -112.1% | -58.9% |
| All | -48.6% | +311.2% | -359.8% | -83.0% |
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 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