-94.1%
HTT vs VOO
+239.5%
-333.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -3.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.2% |
| 30D | -24.2% | -3.3% | -20.9% | -21.5% |
| 3M | -31.7% | -2.4% | -29.3% | -30.1% |
| 6M | -22.5% | +2.6% | -25.1% | -25.0% |
| YTD | -51.5% | +11.3% | -62.8% | -57.0% |
| 1Y | -63.8% | +13.4% | -77.2% | -68.5% |
| 3Y | 0.0% | +80.3% | -80.3% | -47.8% |
| 5Y | +1.2% | +72.7% | -71.5% | -43.5% |
| All | -94.1% | +239.5% | -333.6% | -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