+1.9%
HTLD vs VOO
+817.1%
-815.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | -20.9% | +2.0% | -22.9% | -22.2% |
| 6M | +10.9% | +13.0% | -2.2% | +0.7% |
| YTD | +38.2% | +13.6% | +24.6% | +25.3% |
| 1Y | +46.1% | +20.1% | +26.1% | +27.0% |
| 3Y | -16.8% | +77.6% | -94.4% | -46.8% |
| 5Y | -23.6% | +82.4% | -106.0% | -52.7% |
| 10Y | -29.9% | +316.8% | -346.7% | -79.1% |
| All | +1.9% | +817.1% | -815.2% | -84.9% |
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