-94.2%
HTT vs VOO
+238.4%
-332.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.8% |
| 7D | -4.5% | -0.6% | -3.9% | -4.1% |
| 30D | -25.1% | -3.6% | -21.5% | -22.1% |
| 3M | -33.1% | -2.7% | -30.3% | -31.2% |
| 6M | -23.4% | +2.2% | -25.7% | -25.6% |
| YTD | -52.1% | +10.9% | -63.0% | -57.4% |
| 1Y | -64.4% | +11.3% | -75.8% | -68.4% |
| 3Y | -2.9% | +76.9% | -79.8% | -48.2% |
| 5Y | 0.0% | +73.5% | -73.5% | -44.4% |
| All | -94.2% | +238.4% | -332.5% | -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