+130.4%
HDEF vs VOO
+325.3%
-194.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | -2.1% | -0.8% | -1.4% | -1.6% |
| 30D | -0.5% | -1.1% | +0.6% | +0.2% |
| 3M | +4.5% | +3.9% | +0.6% | +1.9% |
| 6M | +6.7% | +13.6% | -6.9% | -1.9% |
| YTD | +11.3% | +12.7% | -1.4% | +2.8% |
| 1Y | +16.3% | +17.6% | -1.3% | +4.4% |
| 3Y | +65.7% | +77.3% | -11.6% | +11.8% |
| 5Y | +76.9% | +84.1% | -7.2% | +14.9% |
| All | +130.4% | +325.3% | -194.9% | -7.1% |
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