+27.8%
HYD vs VOO
+325.3%
-297.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -0.8% | -0.8% | -0.1% | -0.6% |
| 30D | -2.4% | -1.1% | -1.4% | -2.2% |
| 3M | -3.4% | +3.9% | -7.3% | -4.4% |
| 6M | -0.9% | +13.6% | -14.5% | -4.4% |
| YTD | -1.2% | +12.7% | -13.9% | -4.5% |
| 1Y | +0.8% | +17.6% | -16.7% | -3.7% |
| 3Y | +11.2% | +77.3% | -66.1% | -6.9% |
| 5Y | -4.5% | +84.1% | -88.6% | -21.9% |
| All | +27.8% | +325.3% | -297.4% | -19.5% |
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