+248.1%
HD vs VO
+197.6%
+50.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.1% |
| 7D | -0.5% | +2.9% | -3.4% | -3.1% |
| 30D | +18.5% | +1.0% | +17.5% | +17.4% |
| 3M | +2.2% | -1.7% | +3.9% | +3.8% |
| 6M | +13.8% | +6.7% | +7.2% | +7.2% |
| YTD | +3.4% | +14.0% | -10.6% | -8.4% |
| 1Y | -3.5% | +13.7% | -17.2% | -14.3% |
| 3Y | +29.0% | +65.8% | -36.8% | -19.9% |
| 5Y | +6.1% | +36.6% | -30.5% | -21.3% |
| All | +248.1% | +197.6% | +50.5% | +30.1% |
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