-94.1%
HTT vs VOO
+230.8%
-324.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | +2.0% |
| 7D | -4.9% | -4.7% | -0.2% | +0.1% |
| 30D | -23.5% | -5.9% | -17.6% | -18.3% |
| 3M | -32.4% | -4.5% | -27.9% | -29.1% |
| 6M | -27.6% | +1.9% | -29.5% | -29.3% |
| YTD | -51.3% | +8.4% | -59.7% | -55.5% |
| 1Y | -65.1% | +9.5% | -74.5% | -68.4% |
| 3Y | -1.7% | +75.3% | -77.0% | -47.1% |
| 5Y | +4.2% | +67.9% | -63.6% | -40.0% |
| All | -94.1% | +230.8% | -324.8% | -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 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