+1,496.9%
HD vs VOO
+817.1%
+679.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -8.4% | +0.1% | -8.5% | -8.5% |
| 3M | +4.3% | +2.0% | +2.3% | +2.3% |
| 6M | -11.1% | +13.0% | -24.2% | -20.8% |
| YTD | -4.7% | +13.6% | -18.3% | -15.5% |
| 1Y | -19.8% | +20.1% | -39.9% | -32.7% |
| 3Y | +4.1% | +77.6% | -73.5% | -40.4% |
| 5Y | +10.3% | +82.4% | -72.1% | -38.7% |
| 10Y | +203.2% | +316.8% | -113.7% | -22.0% |
| All | +1,496.9% | +817.1% | +679.8% | +106.5% |
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