+397.4%
HDV vs VOO
+663.8%
-266.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +3.0% | +0.1% | +3.0% | +2.9% |
| 3M | +8.6% | +2.0% | +6.6% | +6.8% |
| 6M | +8.7% | +13.0% | -4.3% | -0.8% |
| YTD | +23.3% | +13.6% | +9.7% | +12.0% |
| 1Y | +24.6% | +20.1% | +4.6% | +8.6% |
| 3Y | +58.2% | +77.6% | -19.3% | +1.6% |
| 5Y | +80.0% | +82.4% | -2.4% | +11.5% |
| 10Y | +157.0% | +316.8% | -159.8% | -15.6% |
| All | +397.4% | +663.8% | -266.4% | +9.0% |
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