+805.8%
VOO vs HDB
+252.6%
+553.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -0.6% | +12.7% | -13.3% | -3.9% |
| 30D | -3.6% | +16.6% | -20.3% | -7.9% |
| 3M | -2.7% | +10.8% | -13.5% | -5.9% |
| 6M | +2.2% | +3.8% | -1.6% | +0.3% |
| YTD | +10.9% | -28.9% | +39.8% | +20.9% |
| 1Y | +11.3% | -28.0% | +39.3% | +20.8% |
| 3Y | +76.9% | -7.2% | +84.1% | +74.8% |
| 5Y | +73.5% | -22.2% | +95.8% | +77.9% |
| 10Y | +307.7% | +63.6% | +244.1% | +218.6% |
| All | +805.8% | +252.6% | +553.2% | +426.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling