+203.4%
HD vs VGT
+809.1%
-605.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -0.9% |
| 7D | -3.9% | -1.0% | -2.9% | -3.3% |
| 30D | -13.1% | -0.4% | -12.7% | -13.1% |
| 3M | -3.4% | +6.6% | -10.1% | -7.7% |
| 6M | -12.6% | +31.0% | -43.6% | -26.6% |
| YTD | -9.2% | +27.2% | -36.5% | -22.8% |
| 1Y | -23.9% | +34.5% | -58.4% | -37.8% |
| 3Y | +0.4% | +123.1% | -122.7% | -43.1% |
| 5Y | +4.5% | +135.1% | -130.6% | -44.4% |
| All | +203.4% | +809.1% | -605.7% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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