+3.1%
HD vs VIG
+57.1%
-54.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.7% |
| 30D | -11.1% | -2.1% | -9.0% | -9.0% |
| 3M | +2.0% | +3.3% | -1.3% | -1.3% |
| 6M | -10.5% | +9.3% | -19.7% | -18.4% |
| YTD | -6.9% | +10.1% | -17.0% | -15.8% |
| 1Y | -23.2% | +14.7% | -37.9% | -33.5% |
| 3Y | +3.1% | +56.9% | -53.9% | -41.3% |
| All | +3.1% | +57.1% | -54.0% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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