+63.0%
HTO vs VOO
+306.9%
-243.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +3.0% | -0.6% | +3.6% | +3.3% |
| 30D | +6.9% | -3.6% | +10.5% | +9.2% |
| 3M | +2.0% | -2.7% | +4.7% | +3.5% |
| 6M | +9.4% | +2.2% | +7.1% | +7.1% |
| YTD | +30.5% | +10.9% | +19.6% | +20.6% |
| 1Y | +37.0% | +11.3% | +25.7% | +26.2% |
| 3Y | +10.1% | +76.9% | -66.8% | -29.9% |
| 5Y | -2.4% | +73.5% | -75.9% | -38.1% |
| 10Y | +63.0% | +307.7% | -244.7% | -54.4% |
| All | +63.0% | +306.9% | -243.9% | -54.4% |
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 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