-48.1%
HODU vs VOO
+16.7%
-64.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -6.5% |
| 7D | -15.2% | -0.8% | -14.5% | -11.0% |
| 30D | +30.7% | -1.1% | +31.8% | +43.7% |
| 3M | +26.7% | +3.9% | +22.8% | +4.6% |
| 6M | +45.9% | +13.6% | +32.3% | -25.8% |
| YTD | -39.0% | +12.7% | -51.7% | -65.5% |
| All | -48.1% | +16.7% | -64.7% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling