+33,321.4%
HD vs VSH
+1,203.4%
+32,117.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.7% | -7.6% | -3.1% |
| 7D | +4.3% | -12.9% | +17.3% | +6.9% |
| 30D | +20.2% | -36.9% | +57.1% | +30.9% |
| 3M | -1.0% | -28.8% | +27.7% | +4.3% |
| 6M | +7.9% | -30.3% | +38.2% | +9.8% |
| YTD | +2.0% | +62.4% | -60.4% | -15.6% |
| 1Y | -4.3% | +62.5% | -66.8% | -20.9% |
| 3Y | +25.9% | +7.4% | +18.5% | +9.7% |
| 5Y | +5.8% | +25.4% | -19.6% | -12.0% |
| 10Y | +262.5% | +102.6% | +159.9% | +160.2% |
| All | +33,321.4% | +1,203.4% | +32,117.9% | +10,282.5% |
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