-94.1%
HTT vs VOO
+242.7%
-336.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.8% |
| 7D | -3.9% | -0.9% | -3.0% | -3.1% |
| 30D | -24.0% | -2.3% | -21.7% | -22.1% |
| 3M | -31.6% | -1.2% | -30.4% | -30.9% |
| 6M | -23.3% | +3.3% | -26.7% | -26.3% |
| YTD | -51.8% | +12.3% | -64.2% | -57.7% |
| 1Y | -63.4% | +12.5% | -75.9% | -67.9% |
| 3Y | -2.3% | +79.2% | -81.5% | -48.7% |
| 5Y | -1.7% | +75.7% | -77.4% | -46.1% |
| All | -94.1% | +242.7% | -336.9% | -98.7% |
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