+76.9%
VOO vs HDB
-30.2%
+107.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | -0.4% | -4.9% | +4.5% | +0.4% |
| 30D | -1.4% | -5.8% | +4.5% | -0.4% |
| 3M | +3.7% | -5.2% | +8.9% | +4.2% |
| 6M | +13.0% | -25.7% | +38.7% | +17.9% |
| YTD | +12.4% | -39.6% | +52.0% | +20.9% |
| 1Y | +18.6% | -36.9% | +55.5% | +26.5% |
| All | +76.9% | -30.2% | +107.1% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling