+31,139.8%
HD vs VSH
+1,674.8%
+29,465.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.5% | 0.0% |
| 7D | -2.1% | +4.1% | -6.1% | -2.9% |
| 30D | -8.4% | -4.2% | -4.3% | -7.9% |
| 3M | +4.3% | -50.0% | +54.3% | +18.3% |
| 6M | -11.1% | +80.2% | -91.3% | -26.1% |
| YTD | -4.7% | +121.1% | -125.8% | -24.9% |
| 1Y | -19.8% | +112.0% | -131.8% | -36.6% |
| 3Y | +4.1% | +22.5% | -18.4% | -10.1% |
| 5Y | +10.3% | +64.0% | -53.7% | -11.9% |
| 10Y | +203.2% | +170.4% | +32.8% | +108.0% |
| All | +31,139.8% | +1,674.8% | +29,465.0% | +9,140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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