+574.4%
HVT vs VOO
+817.1%
-242.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.8% |
| 7D | +4.4% | +0.1% | +4.3% | +4.2% |
| 30D | +0.2% | +0.1% | +0.1% | +0.1% |
| 3M | +26.7% | +2.0% | +24.7% | +24.0% |
| 6M | +27.7% | +13.0% | +14.7% | +12.7% |
| YTD | +27.4% | +13.6% | +13.8% | +11.9% |
| 1Y | +28.1% | +20.1% | +8.0% | +6.1% |
| 3Y | +7.5% | +77.6% | -70.1% | -40.4% |
| 5Y | +12.5% | +82.4% | -70.0% | -39.9% |
| 10Y | +182.1% | +316.8% | -134.8% | -45.1% |
| All | +574.4% | +817.1% | -242.6% | -68.2% |
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 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