+206.4%
HD vs VEA
+165.0%
+41.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.1% |
| 7D | -3.8% | -1.5% | -2.4% | -2.6% |
| 30D | -9.4% | -0.8% | -8.6% | -8.8% |
| 3M | -4.6% | +2.5% | -7.1% | -6.9% |
| 6M | -10.1% | +11.1% | -21.2% | -18.7% |
| YTD | -8.3% | +17.2% | -25.5% | -21.2% |
| 1Y | -25.0% | +24.5% | -49.5% | -39.1% |
| 3Y | +1.5% | +75.4% | -73.9% | -40.3% |
| 5Y | +5.6% | +61.1% | -55.5% | -33.0% |
| All | +206.4% | +165.0% | +41.4% | +25.2% |
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