+1,241.0%
HD vs VIG
+623.5%
+617.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | -2.1% | -0.4% | -1.6% | -1.6% |
| 30D | -8.4% | -1.0% | -7.5% | -7.4% |
| 3M | +4.3% | +2.8% | +1.6% | +1.3% |
| 6M | -11.1% | +8.2% | -19.3% | -18.4% |
| YTD | -4.7% | +11.0% | -15.7% | -15.0% |
| 1Y | -19.8% | +16.1% | -36.0% | -32.1% |
| 3Y | +4.1% | +56.2% | -52.1% | -36.9% |
| 5Y | +10.3% | +63.0% | -52.7% | -35.8% |
| 10Y | +203.2% | +241.4% | -38.3% | -22.1% |
| All | +1,241.0% | +623.5% | +617.4% | +51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling