+138.3%
HVT vs VOO
+314.4%
-176.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.9% |
| 7D | -10.6% | -0.9% | -9.7% | -9.6% |
| 30D | -4.4% | -2.3% | -2.0% | -2.2% |
| 3M | -6.6% | -1.2% | -5.5% | -5.5% |
| 6M | +26.6% | +3.3% | +23.3% | +23.2% |
| YTD | +17.0% | +12.3% | +4.7% | +5.9% |
| 1Y | +22.7% | +12.5% | +10.2% | +10.9% |
| 3Y | +9.1% | +79.2% | -70.1% | -33.9% |
| 5Y | +4.4% | +75.7% | -71.3% | -35.8% |
| 10Y | +138.3% | +313.7% | -175.4% | -29.7% |
| All | +138.3% | +314.4% | -176.2% | -29.7% |
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 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