+29.0%
VHT vs VOO
+12.0%
+17.0%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +2.4% | -0.6% | +2.9% | +2.6% |
| 30D | +9.3% | -3.6% | +13.0% | +10.7% |
| 3M | +10.5% | -2.7% | +13.2% | +11.5% |
| 6M | +30.5% | +2.2% | +28.3% | +28.9% |
| YTD | +22.4% | +10.9% | +11.5% | +14.1% |
| 1Y | +29.0% | +11.3% | +17.7% | +20.0% |
| All | +29.0% | +12.0% | +17.0% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling