+11.5%
HTT vs VOO
+77.8%
-66.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -12.4% | +2.0% | -14.4% | -14.3% |
| 6M | -7.8% | +13.0% | -20.8% | -18.7% |
| YTD | -26.5% | +13.6% | -40.1% | -35.6% |
| 1Y | -41.9% | +20.1% | -61.9% | -51.5% |
| All | +11.5% | +77.8% | -66.2% | -37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling