+1,308.3%
HD vs VEA
+170.4%
+1,137.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | -2.1% | +1.0% | -3.0% | -2.7% |
| 30D | -8.4% | +1.9% | -10.4% | -9.8% |
| 3M | +4.3% | +3.2% | +1.1% | +1.5% |
| 6M | -11.1% | +10.2% | -21.4% | -17.8% |
| YTD | -4.7% | +18.9% | -23.6% | -16.9% |
| 1Y | -19.8% | +29.3% | -49.1% | -34.5% |
| 3Y | +4.1% | +76.8% | -72.7% | -33.1% |
| 5Y | +10.3% | +61.2% | -50.9% | -24.4% |
| 10Y | +203.2% | +163.3% | +39.9% | +45.7% |
| All | +1,308.3% | +170.4% | +1,137.9% | +525.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling