+314.1%
VOO vs HDB
+32.9%
+281.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -2.0% | -6.2% | +4.2% | -0.2% |
| 30D | -1.7% | -6.2% | +4.6% | +0.1% |
| 3M | +4.7% | -5.9% | +10.6% | +6.0% |
| 6M | +12.6% | -25.9% | +38.5% | +21.8% |
| YTD | +11.8% | -40.2% | +52.0% | +28.6% |
| 1Y | +17.5% | -38.0% | +55.5% | +33.5% |
| 3Y | +77.0% | -30.5% | +107.5% | +90.7% |
| 5Y | +82.6% | -38.1% | +120.7% | +100.2% |
| All | +314.1% | +32.9% | +281.1% | +261.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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