-3.7%
HD vs VG
+45.2%
-48.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -2.1% |
| 7D | +6.4% | -22.0% | +28.4% | +3.2% |
| 30D | +22.1% | -14.7% | +36.8% | +20.0% |
| 3M | -0.2% | -7.1% | +6.9% | -0.6% |
| 6M | +12.6% | -11.2% | +23.8% | +12.6% |
| YTD | +3.9% | +69.8% | -65.9% | +2.6% |
| 1Y | -3.7% | +49.9% | -53.6% | -4.5% |
| All | -3.7% | +45.2% | -48.9% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling