+10.8%
HD vs VST
+761.6%
-750.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +0.6% |
| 7D | -2.1% | +8.9% | -11.0% | -2.8% |
| 30D | -8.4% | +6.2% | -14.6% | -9.0% |
| 3M | +4.3% | -2.7% | +7.1% | +4.3% |
| 6M | -11.1% | -8.4% | -2.8% | -10.9% |
| YTD | -4.7% | -7.2% | +2.5% | -4.8% |
| 1Y | -19.8% | -20.9% | +1.1% | -19.1% |
| 3Y | +4.1% | +384.0% | -379.9% | -28.3% |
| All | +10.8% | +761.6% | -750.8% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 5y: compounded portfolio wealth divided by compounded VST 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…
5y analysis · Full analysis span regression · 6 months rolling