+248.1%
HD vs VEA
+161.1%
+87.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.3% |
| 7D | -0.5% | +1.8% | -2.3% | -2.0% |
| 30D | +18.5% | -0.9% | +19.4% | +19.4% |
| 3M | +2.2% | -5.0% | +7.2% | +6.8% |
| 6M | +13.8% | 0.0% | +13.9% | +13.1% |
| YTD | +3.4% | +12.2% | -8.8% | -7.8% |
| 1Y | -3.5% | +14.7% | -18.2% | -15.6% |
| 3Y | +29.0% | +73.2% | -44.2% | -23.6% |
| 5Y | +6.1% | +53.7% | -47.6% | -29.9% |
| All | +248.1% | +161.1% | +87.0% | +48.4% |
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