+302.3%
HTO vs VOO
+817.1%
-514.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +4.8% | +0.1% | +4.7% | +4.7% |
| 3M | +14.5% | +2.0% | +12.5% | +12.5% |
| 6M | +12.7% | +13.0% | -0.3% | +2.3% |
| YTD | +34.4% | +13.6% | +20.8% | +21.3% |
| 1Y | +33.0% | +20.1% | +12.9% | +14.8% |
| 3Y | +7.6% | +77.6% | -70.0% | -33.6% |
| 5Y | +4.9% | +82.4% | -77.5% | -38.5% |
| 10Y | +88.1% | +316.8% | -228.8% | -48.8% |
| All | +302.3% | +817.1% | -514.8% | -55.6% |
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