+217.2%
VHT vs VOO
+309.9%
-92.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -0.3% | -2.7% | +2.4% | +1.7% |
| 30D | +8.2% | -5.4% | +13.6% | +12.7% |
| 3M | +10.8% | -4.1% | +14.8% | +14.1% |
| 6M | +25.8% | +0.7% | +25.0% | +24.4% |
| YTD | +19.8% | +8.7% | +11.0% | +11.6% |
| 1Y | +27.4% | +11.0% | +16.4% | +16.8% |
| 3Y | +53.6% | +75.5% | -21.9% | -3.2% |
| 5Y | +42.0% | +68.4% | -26.3% | -8.3% |
| All | +217.2% | +309.9% | -92.7% | -12.4% |
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 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