+67.0%
HDSN vs VOO
+82.8%
-15.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.2% |
| 7D | +1.1% | -0.8% | +1.9% | +2.0% |
| 30D | -3.4% | -1.1% | -2.3% | -2.1% |
| 3M | -3.2% | +3.9% | -7.1% | -7.3% |
| 6M | -8.8% | +13.6% | -22.4% | -20.9% |
| YTD | -21.0% | +12.7% | -33.7% | -30.8% |
| 1Y | -47.5% | +17.6% | -65.1% | -56.0% |
| 3Y | -55.4% | +77.3% | -132.8% | -77.3% |
| All | +67.0% | +82.8% | -15.8% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling