+248.0%
HTUS vs VOO
+320.9%
-72.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.4% | -0.2% | -1.5% |
| 7D | -5.0% | -4.7% | -0.3% | -1.7% |
| 30D | -6.0% | -5.9% | -0.1% | -1.9% |
| 3M | -5.1% | -4.5% | -0.6% | -1.9% |
| 6M | +2.9% | +1.9% | +1.0% | +1.6% |
| YTD | +9.8% | +8.4% | +1.4% | +3.9% |
| 1Y | +12.3% | +9.5% | +2.8% | +5.6% |
| 3Y | +77.8% | +75.3% | +2.5% | +23.0% |
| 5Y | +88.8% | +67.9% | +20.9% | +33.1% |
| 10Y | +234.8% | +314.4% | -79.6% | +61.5% |
| All | +248.0% | +320.9% | -72.9% | +69.4% |
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