-16.7%
HTLD vs VOO
+775.2%
-792.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.4% | -0.9% | -1.9% |
| 7D | -2.2% | -4.7% | +2.5% | +1.6% |
| 30D | -10.4% | -5.9% | -4.5% | -6.1% |
| 3M | -19.0% | -4.5% | -14.5% | -16.0% |
| 6M | -20.3% | +1.9% | -22.1% | -21.5% |
| YTD | +13.0% | +8.4% | +4.6% | +6.1% |
| 1Y | +32.4% | +9.5% | +23.0% | +23.5% |
| 3Y | -16.0% | +75.3% | -91.3% | -45.8% |
| 5Y | -37.3% | +67.9% | -105.2% | -58.6% |
| 10Y | -39.9% | +314.4% | -354.4% | -82.1% |
| All | -16.7% | +775.2% | -792.0% | -87.2% |
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