-38.7%
HODU vs VOO
+17.6%
-56.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -2.2% |
| 7D | +33.3% | +0.1% | +33.2% | +34.4% |
| 30D | +60.6% | +0.1% | +60.5% | +65.0% |
| 3M | +60.9% | +2.0% | +58.9% | +51.1% |
| 6M | +56.4% | +13.0% | +43.3% | -15.8% |
| YTD | -28.0% | +13.6% | -41.6% | -61.3% |
| All | -38.7% | +17.6% | -56.3% | -73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling