+252.6%
HDB vs VOO
+803.9%
-551.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +4.1% | +3.3% | +0.8% | +1.2% |
| 30D | +13.0% | -2.7% | +15.6% | +15.3% |
| 3M | +11.3% | -1.7% | +13.0% | +12.7% |
| 6M | +6.9% | +3.1% | +3.8% | +3.8% |
| YTD | -29.6% | +11.9% | -41.6% | -36.4% |
| 1Y | -29.5% | +12.1% | -41.6% | -36.4% |
| 3Y | -8.1% | +78.6% | -86.7% | -46.9% |
| 5Y | -23.4% | +73.8% | -97.2% | -55.1% |
| 10Y | +62.9% | +312.3% | -249.4% | -61.7% |
| All | +252.6% | +803.9% | -551.2% | -69.4% |
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