+65.9%
HDB vs VOO
+311.2%
-245.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +4.1% | +3.3% | +0.8% | +1.6% |
| 30D | +13.0% | -2.7% | +15.6% | +15.1% |
| 3M | +11.3% | -1.7% | +13.0% | +12.5% |
| 6M | +6.9% | +3.1% | +3.8% | +4.2% |
| YTD | -29.6% | +11.9% | -41.6% | -35.6% |
| 1Y | -29.5% | +12.1% | -41.6% | -35.6% |
| 3Y | -8.1% | +78.6% | -86.7% | -43.3% |
| 5Y | -23.4% | +73.8% | -97.2% | -51.9% |
| All | +65.9% | +311.2% | -245.3% | -49.7% |
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