+25.9%
HD vs VO
+60.2%
-34.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | +4.3% | -2.6% | +6.9% | +6.8% |
| 30D | +20.2% | -0.9% | +21.1% | +21.2% |
| 3M | -1.0% | -3.0% | +2.0% | +1.7% |
| 6M | +7.9% | +2.2% | +5.7% | +5.8% |
| YTD | +2.0% | +10.6% | -8.6% | -6.8% |
| 1Y | -4.3% | +12.5% | -16.8% | -13.9% |
| 3Y | +25.9% | +61.4% | -35.5% | -25.0% |
| All | +25.9% | +60.2% | -34.3% | -25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling