+260.9%
HD vs VT
+214.8%
+46.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.5% | +2.4% |
| 7D | +6.4% | -4.2% | +10.5% | +10.8% |
| 30D | +22.1% | -5.8% | +27.9% | +29.1% |
| 3M | -0.2% | -5.2% | +5.1% | +4.9% |
| 6M | +12.6% | +0.1% | +12.5% | +11.8% |
| YTD | +3.9% | +8.2% | -4.3% | -4.5% |
| 1Y | -3.7% | +10.1% | -13.9% | -13.1% |
| 3Y | +27.9% | +69.7% | -41.8% | -26.0% |
| 5Y | +7.8% | +53.4% | -45.6% | -30.8% |
| All | +260.9% | +214.8% | +46.1% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling