+324.5%
VOO vs HD
+206.4%
+118.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.6% |
| 7D | +0.5% | -1.2% | +1.7% | +1.1% |
| 30D | -0.9% | -11.1% | +10.2% | +4.8% |
| 3M | +3.9% | +2.0% | +1.9% | +2.2% |
| 6M | +14.5% | -10.5% | +25.0% | +19.8% |
| YTD | +13.0% | -6.9% | +19.8% | +15.4% |
| 1Y | +19.4% | -23.2% | +42.6% | +34.2% |
| 3Y | +78.9% | +3.1% | +75.8% | +68.7% |
| 5Y | +82.3% | +7.4% | +74.9% | +63.9% |
| All | +324.5% | +206.4% | +118.0% | +131.8% |
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