+241.2%
HTUS vs VOO
+314.4%
-73.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.4% |
| 7D | -0.3% | -0.9% | +0.7% | +0.5% |
| 30D | -1.6% | -2.3% | +0.7% | +0.2% |
| 3M | -0.8% | -1.2% | +0.4% | +0.2% |
| 6M | +5.5% | +3.3% | +2.2% | +2.9% |
| YTD | +14.8% | +12.3% | +2.5% | +5.2% |
| 1Y | +16.8% | +12.5% | +4.3% | +6.9% |
| 3Y | +83.4% | +79.2% | +4.2% | +20.1% |
| 5Y | +99.7% | +75.7% | +24.0% | +31.6% |
| 10Y | +241.2% | +313.7% | -72.5% | +31.3% |
| All | +241.2% | +314.4% | -73.2% | +31.3% |
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