-89.0%
HUDI vs VOO
+116.1%
-205.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.4% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | -6.9% | -1.1% | -5.8% | -6.1% |
| 3M | -21.3% | +3.9% | -25.2% | -23.6% |
| 6M | -45.5% | +13.6% | -59.1% | -51.0% |
| YTD | -29.9% | +12.7% | -42.6% | -36.9% |
| 1Y | -52.7% | +17.6% | -70.3% | -58.8% |
| 3Y | -78.6% | +77.3% | -155.9% | -87.3% |
| 5Y | -82.2% | +84.1% | -166.3% | -90.5% |
| All | -89.0% | +116.1% | -205.1% | -94.7% |
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 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