+827.8%
VOO vs HDB
+214.6%
+613.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +0.1% | -2.8% | +2.9% | +0.8% |
| 3M | +2.0% | -3.5% | +5.6% | +2.6% |
| 6M | +13.0% | -24.7% | +37.7% | +21.7% |
| YTD | +13.6% | -36.6% | +50.1% | +28.3% |
| 1Y | +20.1% | -34.4% | +54.4% | +34.1% |
| 3Y | +77.6% | -24.4% | +102.0% | +86.7% |
| 5Y | +82.4% | -35.4% | +117.8% | +97.8% |
| 10Y | +316.8% | +39.5% | +277.3% | +241.7% |
| All | +827.8% | +214.6% | +613.2% | +458.6% |
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