+248.6%
HD vs VO
+197.6%
+50.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +3.1% | -1.6% | -1.3% |
| 30D | +18.0% | +2.2% | +15.8% | +15.6% |
| 3M | +2.8% | -2.5% | +5.3% | +5.2% |
| 6M | +17.0% | +7.0% | +10.0% | +9.8% |
| YTD | +3.5% | +14.0% | -10.5% | -8.3% |
| 1Y | -2.6% | +15.6% | -18.2% | -14.8% |
| 3Y | +30.7% | +66.2% | -35.4% | -19.0% |
| 5Y | +6.2% | +36.6% | -30.4% | -21.2% |
| All | +248.6% | +197.6% | +50.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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