+3.1%
HD vs VOO
+79.1%
-76.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -1.2% | +0.5% | -1.7% | -1.6% |
| 30D | -11.1% | -0.9% | -10.2% | -10.5% |
| 3M | +2.0% | +3.9% | -1.9% | -0.8% |
| 6M | -10.5% | +14.5% | -25.0% | -19.1% |
| YTD | -6.9% | +13.0% | -19.8% | -15.1% |
| 1Y | -23.2% | +19.4% | -42.6% | -33.0% |
| 3Y | +3.1% | +78.9% | -75.8% | -40.4% |
| All | +3.1% | +79.1% | -76.0% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling