-1.5%
HTO vs VOO
+75.2%
-76.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.6% |
| 7D | -1.5% | -0.9% | -0.6% | -1.3% |
| 30D | +5.2% | -2.3% | +7.5% | +5.8% |
| 3M | -0.9% | -1.2% | +0.2% | -0.7% |
| 6M | +8.3% | +3.3% | +4.9% | +7.1% |
| YTD | +28.9% | +12.3% | +16.5% | +24.4% |
| 1Y | +34.2% | +12.5% | +21.7% | +29.4% |
| 3Y | +8.7% | +79.2% | -70.5% | -13.6% |
| All | -1.5% | +75.2% | -76.6% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling