-82.5%
HUDI vs VOO
+80.3%
-162.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | -1.5% | -2.0% | +0.4% | 0.0% |
| 30D | -11.0% | -1.7% | -9.3% | -9.9% |
| 3M | -18.9% | +4.7% | -23.6% | -21.6% |
| 6M | -48.4% | +12.6% | -60.9% | -53.1% |
| YTD | -31.3% | +11.8% | -43.1% | -37.6% |
| 1Y | -57.3% | +17.5% | -74.8% | -62.6% |
| 3Y | -80.1% | +77.0% | -157.1% | -88.0% |
| 5Y | -82.5% | +82.6% | -165.1% | -90.8% |
| All | -82.5% | +80.3% | -162.9% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling