+248.6%
HD vs VEA
+161.1%
+87.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +2.3% | -0.7% | -0.5% |
| 30D | +18.0% | +0.2% | +17.8% | +17.7% |
| 3M | +2.8% | -5.3% | +8.1% | +7.7% |
| 6M | +17.0% | -0.9% | +17.9% | +17.2% |
| YTD | +3.5% | +12.2% | -8.7% | -7.7% |
| 1Y | -2.6% | +16.1% | -18.7% | -15.7% |
| 3Y | +30.7% | +73.0% | -42.2% | -22.5% |
| 5Y | +6.2% | +53.7% | -47.5% | -29.8% |
| All | +248.6% | +161.1% | +87.4% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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