+307.7%
VOO vs HD
+253.5%
+54.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | 0.0% |
| 7D | -0.6% | +5.2% | -5.8% | -3.0% |
| 30D | -3.6% | +20.7% | -24.4% | -12.3% |
| 3M | -2.7% | +0.8% | -3.5% | -3.6% |
| 6M | +2.2% | +12.2% | -10.0% | -4.5% |
| YTD | +10.9% | +4.2% | +6.7% | +6.8% |
| 1Y | +11.3% | -2.6% | +13.9% | +10.6% |
| 3Y | +76.9% | +30.0% | +46.9% | +47.3% |
| 5Y | +73.5% | +8.1% | +65.4% | +56.2% |
| 10Y | +307.7% | +247.2% | +60.5% | +118.6% |
| All | +307.7% | +253.5% | +54.2% | +118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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