+3.1%
HD vs VEA
+79.2%
-76.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -1.2% | +1.9% | -3.0% | -2.4% |
| 30D | -11.1% | +0.8% | -11.9% | -11.6% |
| 3M | +2.0% | +5.7% | -3.7% | -2.1% |
| 6M | -10.5% | +13.3% | -23.8% | -18.7% |
| YTD | -6.9% | +18.4% | -25.3% | -18.5% |
| 1Y | -23.2% | +27.0% | -50.1% | -36.4% |
| 3Y | +3.1% | +79.3% | -76.2% | -38.2% |
| All | +3.1% | +79.2% | -76.1% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling