-23.2%
HD vs VO
+14.5%
-37.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | -1.2% | +0.6% | -1.8% | -1.8% |
| 30D | -11.1% | -1.1% | -10.1% | -10.3% |
| 3M | +2.0% | +4.5% | -2.5% | -2.1% |
| 6M | -10.5% | +11.1% | -21.5% | -19.1% |
| YTD | -6.9% | +13.5% | -20.4% | -17.2% |
| 1Y | -23.2% | +14.5% | -37.7% | -33.4% |
| All | -23.2% | +14.5% | -37.7% | -33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling