+94.7%
HDUS vs VOO
+106.3%
-11.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | 0.0% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | -1.2% | -1.1% | -0.1% | -0.2% |
| 3M | +4.4% | +3.9% | +0.5% | +0.7% |
| 6M | +13.0% | +13.6% | -0.7% | +0.1% |
| YTD | +13.4% | +12.7% | +0.7% | +1.3% |
| 1Y | +16.6% | +17.6% | -1.0% | 0.0% |
| 3Y | +74.8% | +77.3% | -2.6% | +1.7% |
| All | +94.7% | +106.3% | -11.6% | -0.8% |
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