+254.3%
HDB vs VOO
+800.4%
-546.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | +2.7% | +2.6% | +0.2% | +0.5% |
| 30D | +14.1% | -2.0% | +16.1% | +15.8% |
| 3M | +11.8% | -2.8% | +14.6% | +14.3% |
| 6M | +8.2% | +2.2% | +6.0% | +5.8% |
| YTD | -29.3% | +11.5% | -40.8% | -35.9% |
| 1Y | -28.8% | +13.5% | -42.3% | -36.5% |
| 3Y | -7.5% | +78.1% | -85.6% | -46.4% |
| 5Y | -23.1% | +73.1% | -96.2% | -54.7% |
| 10Y | +63.7% | +310.7% | -247.0% | -61.3% |
| All | +254.3% | +800.4% | -546.2% | -69.2% |
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 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