+217.9%
HDB vs VOO
+817.1%
-599.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -2.8% | +0.1% | -2.9% | -2.9% |
| 3M | -3.5% | +2.0% | -5.6% | -5.4% |
| 6M | -24.7% | +13.0% | -37.7% | -32.3% |
| YTD | -36.6% | +13.6% | -50.1% | -43.3% |
| 1Y | -34.4% | +20.1% | -54.4% | -44.2% |
| 3Y | -24.4% | +77.6% | -102.0% | -56.0% |
| 5Y | -35.4% | +82.4% | -117.8% | -63.7% |
| 10Y | +39.5% | +316.8% | -277.3% | -67.4% |
| All | +217.9% | +817.1% | -599.2% | -72.7% |
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 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