-30.7%
HDB vs VOO
+77.0%
-107.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -4.9% | -0.4% | -4.5% | -4.7% |
| 30D | -5.8% | -1.4% | -4.5% | -5.2% |
| 3M | -5.2% | +3.7% | -8.9% | -7.0% |
| 6M | -25.7% | +13.0% | -38.7% | -30.1% |
| YTD | -39.6% | +12.4% | -52.0% | -43.0% |
| 1Y | -36.9% | +18.6% | -55.5% | -41.8% |
| All | -30.7% | +77.0% | -107.6% | -50.2% |
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