+265.9%
HTUS vs VOO
+341.0%
-75.1%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.2% | +0.1% | -0.3% | -0.3% |
| 3M | +3.5% | +2.0% | +1.4% | +2.0% |
| 6M | +15.2% | +13.0% | +2.2% | +5.8% |
| YTD | +15.5% | +13.6% | +1.9% | +5.7% |
| 1Y | +23.7% | +20.1% | +3.6% | +9.0% |
| 3Y | +81.1% | +77.6% | +3.5% | +23.9% |
| 5Y | +105.0% | +82.4% | +22.6% | +36.9% |
| 10Y | +250.3% | +316.8% | -66.5% | +64.2% |
| All | +265.9% | +341.0% | -75.1% | +72.3% |
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 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