+170.6%
HVT vs VOO
+314.0%
-143.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.4% |
| 7D | +3.0% | +0.5% | +2.5% | +2.5% |
| 30D | -2.5% | -0.9% | -1.6% | -1.8% |
| 3M | +25.9% | +3.9% | +22.1% | +21.8% |
| 6M | +27.5% | +14.5% | +12.9% | +13.4% |
| YTD | +25.0% | +13.0% | +12.0% | +12.4% |
| 1Y | +25.1% | +19.4% | +5.7% | +7.2% |
| 3Y | +12.5% | +78.9% | -66.4% | -31.8% |
| 5Y | +10.9% | +82.3% | -71.4% | -34.0% |
| 10Y | +170.6% | +314.2% | -143.6% | -21.2% |
| All | +170.6% | +314.0% | -143.4% | -21.2% |
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